Jonathon Ansley
Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management, LLC
About
Jonathon Ansley, CFA, is a Senior Research Analyst and Associate Portfolio Manager at Evolutionary Tree Capital Management, LLC, based in Washington, DC. He is responsible for conducting fundamental research on portfolio companies, identifying secular industry trends, and sourcing new innovative investment opportunities, primarily within concentrated-growth equity strategies.
Ansley’s investment expertise centers on the technology sector, with a particular focus on software and internet businesses. He plays a key role supporting the Evolutionary Tree Innovators Fund, which specializes in innovation-oriented, growth-focused investments in leading public companies.
Before joining Evolutionary Tree, Ansley spent over five years at Sands Capital Management as a research analyst for the global technology sector team. He began his career as an Investment Performance Analyst at Cambridge Associates. Ansley holds a B.A. in Economics from the University of Virginia and was awarded the Chartered Financial Analyst designation in 2017, underscoring his strong analytical and industry credentials.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evolutionary Tree Capital Management | Senior Research Analyst and Associate Portfolio Manager | Dec 2020 to Present | • Senior Research Analyst covering innovative growth companies across a variety of sectors including technology, consumer, fintech, and healthcare. • Associate Portfolio Manager supporting the CIO and... |
| Evolutionary Tree Capital Management | Research Analyst and Associate Portfolio Manager | Nov 2019 to Dec 2020 | — |
| Evolutionary Tree Capital Management | Research Analyst | Aug 2017 to Nov 2019 | • Research Analyst covering innovative growth companies across a variety of sectors including technology, consumer, fintech, and healthcare. • Conduct bottom-up, fundamental research on both existing ... |
| Sands Capital Management | Equity Research Associate | Jan 2012 to Jan 2016 | • Equity Research Associate supporting the global Technology sector team. • Conducted deep fundamental research on new investment ideas, and supported multiple research analyst in coverage of existing... |
| Sands Capital Management | Client Service Specialist | Jan 2011 to Jan 2012 | • Acted as the primarily liaison to over 60 institutional clients, providing each with monthly/quarterly reporting. • Completed Due Diligence Questionnaires and RFPs for prospective clients and guided... |
| Cambridge Associates | Investment Perfomance Analyst | Jan 2009 to Jan 2011 | • Interacted and communicated regularly with external clients, Cambridge consultants, and other departments to ensure a clear understanding of the client's investment strategy and objectives. • Acted ... |
| Cambridge Associates | Senior Investment Performance Associate | Jan 2008 to Jan 2009 | • Managed and trained a team of four Investment Associates, ensuring the quality and timeliness of client investment performance reports. • Responsible for managing workflow efficiency, professional m... |
| Cambridge Associates | Investment Associate | Jan 2007 to Jan 2008 | — |
Education
University of Virginia
Bachelor of Arts (BA), Economics
2003 — 2007
Villanova University
2003 — 2004
Others at Evolutionary Tree Capital Management, LLC (2)
| Name | Role | Location |
|---|---|---|
| President, Chief Investment Officer, Portfolio Manager | Washington, DC , United States | |
D Daniel Ayre | Research Analyst | Baltimore, MD , United States |