Innovation Investing: The Solution to Navigating Accelerating Change
(recorded July 16, 2020)


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In this video, Thomas Ricketts, CFA, CIO and Portfolio Manager of Evolutionary Tree, discusses the problem investors face in terms of navigating accelerating change throughout the economy. With upwards of 25% to 30% of companies in the S&P 500 being displaced or disrupted, investors can’t afford to ignore the impact of innovation.

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He also shares perspectives about:

  • Identifying companies earlier on the S-curve
  • The three major types of innovation
  • Real-world examples of industry evolution
  • The power of innovation as the primary driver of long-term wealth creation
  • Much more

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