Are you an institutional investor or advisor?
Would you like to learn more about the Evolutionary Tree investment strategy? It would be our pleasure to set up a call between you and our lead portfolio manager, Thomas Ricketts, CFA, if appropriate for both parties.
We encourage our clients and future investors to ask any questions they may have regarding our:
- Innovation-focused, concentrated-growth approach
- Portfolio characteristics, style and historic performance
- Sector weightings and position sizes
- Risk controls and sell discipline
- Background experience as Senior Portfolio Manager at Sands Capital Management
Please fill out the form on this page and we will be in touch to confirm a potential call and coordinate a time to speak.
This site and the content within is intended for US-based investors only.
The information and views expressed herein are provided for informational purposes only and do not constitute investment advice. Past performance does not guarantee future results. Any projections, outlooks, or estimates contained herein are forward looking statements based on specific assumptions that are current as of the date indicated, subject to change without notice, and should not be construed as indicative of any actual events that have occurred or may occur. The inclusion of particular investments is not intended to represent, and should not be interpreted to imply, a past or current specific recommendation to purchase or sell a security and should be considered in the context of an overall portfolio. Investing in equity securities involves risk and principal loss is possible. Nothing contained herein constitutes investment, legal, tax, or other advice and should not be relied upon in making an investment or other decision. Investors should always obtain and read up-to-date investment services material before deciding whether to appoint an investment advisor.
