Evolutionary Tree Capital Management

Global equity investing is facing new challenges: slowing GDP growth, aging populations, and shifting demographics. The old frameworks are no longer enough. Enter Macro 2.0—a cutting-edge approach focused on Innovation Clusters and Country Governance to identify opportunities where innovation thrives, and growth is sustainable. From Copenhagen's biotech breakthroughs to Boston's dynamic startup ecosystem, innovation clusters are reshaping how—and where—wealth is created. Meanwhile, understanding the governance landscape helps investors discern investible markets from those hampered by structural headwinds. In this article, we explore how these frameworks provide a roadmap for navigating today’s complex global markets. If you're ready to rethink global investing, this is a must-read. ?? Read the full article here: https://hubs.li/Q02Z5myv0

Excited to have participated in the International Association of Chiefs of Police (IACP) Conference this week in Boston! It was a great opportunity to connect with public safety professionals, product experts and engineers, and to see the latest innovations in law enforcement technology ranging from body cameras and drones, to AI-powered productivity software and Real Time Crime Center technology. Lots in the innovation pipeline, looking forward to seeing what's next at IACP 2025. #InnovationInvesting #IACP2024

Small caps have been left behind, temporarily - we believe, as market participants have increasingly allocated capital to a narrow set of megacap tech companies and those benefiting from AI. Given the signs in recent weeks that the market may be re-embracing small caps, we wanted to share our views on the AI opportunity, both the initial AI hardware buildout phase and the subsequent phases. #smallcap #smidcap #innovationinvesting #growthinvesting

When companies create a series of innovations and features, fundamentally increasing the value of their offerings, they can justify higher prices over time. We believe we are entering a period in which leading companies, with mission critical products and services, can finally flex pricing power. ? Thomas M. Ricketts, CFA and the ETree investment team share how this is exhibited in our small/mid-cap Darwin Emerging Innovators portfolio. #equities #innovationinvesting #growthinvesting #platformcompanies

We're #hiring a new Associate Research Analyst in Alexandria, Virginia. Apply today or share this post with your network.

We're #hiring a new Associate Research Analyst in Alexandria, Virginia. Apply today or share this post with your network.

A new secular trend is emerging in the current economic environment: Companies that have built leading platforms are thriving in an economy that is so focused on cost efficiencies. Platforms are taking share from point solutions for several reasons: 1) They help reduce cost and complexity for customers 2) They can simplify vendor relationships and contract management 3) There are fewer integrations that customers need to manage and maintain between tools While most investors are familiar with the megacap tech platforms, there are a growing number of companies “below the surface” that offer similar platform capabilities. We touch on a few here. https://hubs.li/Q02d1c4H0 #equities #innovationinvesting #growthinvesting #wealthmanagement