Evolutionary Tree Capital Management, LLC

Evolutionary Tree Capital Management LLC is an investment management firm founded in late 2017 by Thomas Ricketts, CFA, specializing in innovation-focused, concentrated-growth investing with a long-term approach. The firm offers discretionary portfolio and investment management services to individual and institutional clients, managing assets under management of $102.4 million as of December 31, 2024. Evolutionary Tree charges management fees based on a percentage of assets under management, with fee rates declining as assets increase. The firm operates as a fiduciary, acting in the best interest of clients and following regulations to ensure prudent and loyal advice. Clients have the option to impose restrictions on investing in certain securities. The firm's investment strategy involves significant risks, including stock market risk, equity securities risk, and growth company risk. Evolutionary Tree provides detailed insights into its methods of analysis, investment strategies, and risk management practices, focusing on identifying investible innovations and evolutionary shifts. Clients receive regular account statements and have the option to direct the firm on proxy voting. The firm does not vote proxies unless directed by the client.