Evolutionary Tree Capital Management, LLC

Investment Strategy

Evolutionary Tree employs an innovation-focused, concentrated growth strategy they refer to as Evolutionary Investing. The team builds concentrated portfolios of up to 35 high-quality, sustainable growth companies, emphasizing those driving and benefiting from secular industry and technology shifts. Their qualitative research process focuses on identifying root causes of growth using proprietary databases and emphasizes long-term holding periods measured in years. Portfolio construction is tightly focused, with a bias toward leading innovators in technology, healthcare, and consumer sectors and low turnover. The firm undertakes deep industry research, tracking evolutionary trends, and is willing to sell positions if growth expectations are not met, leadership erodes, or valuations become excessive.