Innovation Investing: Navigating Accelerating Change in an Evolving Economy
(recorded May 5, 2020)
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In this video, Thomas Ricketts, CFA, President and Portfolio Manager of Evolutionary Tree, discusses the fast-changing economy and why a combination of innovation and evolution tends to position leading innovators for sustained growth.
He also shares perspectives about:
- Why markets struggle to efficiently price innovation
- Secular trends creating opportunity
- Examples of product and industry evolution
- The unique Evolutionary Tree research processes
- Company analysis examples
- And much more
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