At Evolutionary Tree Capital Management, a key criterion for every investment is that the underlying business must benefit from an evolutionary shift or secular trend. Importantly, we look for leading innovators that not only are benefiting from secular trends, but those that are pioneering and driving them forward by launching a series of market-defining innovations over time.
In our Thought Piece titled The Rise of Secular Innovators, we outline the many ways in which secular innovators drive secular trends, using Amazon.com as a case study. We also discuss why these businesses make good long-term investments.
For more insight on secular innovators, complete the form on this page to download and read this Thought Piece.