Evolutionary Tree Capital Management Information

Evolutionary Tree Capital Management specializes in innovation-focused, concentrated-growth investing. Founded by Thomas Ricketts, CFA, an investment professional and portfolio manager with over 25 years of experience, Evolutionary Tree is an institutional-class boutique comprised of a seasoned team with broad-based expertise across portfolio management, research, client service, and operational functions. At Evolutionary Tree, we believe the pace of change is accelerating, and as a result, an updated investment philosophy and process is required. Our philosophy is built on the belief that wealth creation is driven by profound innovation that powers the evolution of technology, business models, industries, and the economy as a whole. Our objective is to identify the most important innovations, understand how these cause secular growth and evolutionary shifts, and ultimately, own the leading innovators. Investment Management Fee Information (ADV Part 2A): evolutionarytree.com/content/materials Important Disclosures: evolutionarytree.com/content/terms-use-and-disclosures