As industries and the economy evolve at a faster rate than ever before, are your equity managers’ investment approaches keeping up?

Evolutionary Tree’s founding philosophy is what we call our equation for long-term wealth creation:

Innovation + Evolution = Opportunity

We believe that an evolutionary framework to research and building portfolios is the best organizing principle for understanding changes in technologies and industries, their trajectories and trends, and their potential future path of growth and profit. We believe this approach addresses some of the increasing limitations of traditional approaches that are becoming apparent today.


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  • Views on secular trends driving evolution of industries, such as Digital Transformation

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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.