If you are looking for additional information regarding the Zevenbergen Funds’ conversion to ETFs or mid-year distributions, please click here
  • Skip to primary navigation
  • Skip to main content
  • Skip to footer
Zevenbergen Individual Investors
Zevenbergen Capital Investments

Zevenbergen Capital Investments

  • Investments
    • Our Approach
    • Our Strategies
  • Investments
    • Our Approach
    • Our Strategies
  • Investments
    • Our Approach
    • Our Strategies
  • About The Firm
    • Our Team
  • News and Insights
  • Contact Us
  • Client Login
Subscribe to Emails

The Zevenbergen Edge | Home

August 26, 2026 by Sydney Hylton

The Pacific Northwest has quietly shaped the future for decades.

Washington’s roots started with timber, fishing and natural resources but from that foundation grew national leaders in aerospace, transportation, telecommunications, and retail. Boeing. Paccar. McCaw. Costco. Nordstrom. Starbucks. The region has never been content with staying in one lane. And then came technology. 

Two companies that reshaped how the world works, shops, and connects, Microsoft and Amazon, both started here. The culture of innovation they created didn’t stay inside their campuses, it spread. It attracted talent, ambition, and ideas that continue to reshape industries far beyond the region. But the story of innovation in the Pacific Northwest didn’t begin with those companies and it didn’t end with them. It is a continuous theme running through the region’s identity.

This region is our home, and home, in our case, happens to sit at the frontlines of innovation.  Not as observers, but as neighbors. Far from Wall Street and consensus thinking, the Pacific Northwest has always been willing to embrace new approaches untethered to legacy systems or processes. That independence of thought has shaped how we invest.

These stories are specific and they are ours:

  • We have watched category defining consumer brands emerge from ideas that skeptics dismissed as niche or unproven.
  • We watched companies scale from single-purpose startups into infrastructure supporting businesses far beyond their original market.
  • We have sat across the table from management teams building customer loyalty into a durable competitive moat.

These were not lucky guesses, but reflect the work we put in. We have attended countless bus tours and networking events, keeping us connected to the local start-up and venture capital community, where we can actively engage in the next wave of innovation.

That thinking flows south. The Pacific Northwest and Silicon Valley are interconnected, forming a continuous corridor of ambition, capital, and invention that runs the length of the West Coast. Consumers here tend to be early adopters of technology, from new devices in their pockets, to new ways of getting around, to new ways of shopping and planning travel online. We don’t just sit back and watch, we participate in the changing of technology.    

Proximity is a benefit, but intellectual curiosity is what we bring to it.

Investing in securities involves the risk of loss. Past performance is not a guarantee of future results. The securities identified and described do not represent all the securities purchased, sold, or recommended for clients’ accounts. The reader should not assume that an investment in the securities identified was or will be profitable. This material is intended for general informational purposes only, and should not be construed as legal, tax, investment, financial, or other advice. It does not consider the specific investment objectives, tax and financial condition or needs of any specific person. This content is developed from sources believed to be providing accurate information. While reasonable care has been taken to ensure that the information herein is factually correct, Zevenbergen Capital Investments makes no representations or guarantee as to its accuracy or completeness. The opinions expressed herein are subject to change at any time without notice.

Filed Under: News & Insights

Footer

location icon 326 Admiral Way, Suite 200
Edmonds, WA 98020
phone icon Tel 206 682 8469
fax icon Fax 206 682 9625
  • News and Insights
  • Our Team
  • Client Login
  • Form CRS
  • Form ADV

Investing involves risk, including the possible loss of principal and fluctuation of value. Because our strategies may concentrate investments in specific sectors, our strategies may be subject to greater volatility than more diversified strategies. Past performance does not guarantee future results.
© 2026 Zevenbergen Capital Investments LLC | Terms of Use and Privacy Policy

By clicking “I Agree” below, you confirm that you are an individual investor seeking information for your own portfolio. You also acknowledge that you have read and agreed to Zevenbergen Capital Investments LLC’s Terms of Use and Privacy Policy linked below.

The information provided on this website is intended for informational purposes only and may not be suitable for all investors.

There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results.

Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy

I Agree

You are leaving the Zevenbergen Capital Investments website and entering an external site. Please note, the platforms listed are independent of ZCI. We are not affiliated with these entities. The listing of these platforms does not constitute an endorsement or a recommendation.

Continue
More Information about Zevenbergen Genea Fund

Genea Fund

Distributions

Anticipated Mutual Fund to ETF Conversion

Regulatory Documents

Annual Financial Statement

Annual Report (Institutional Class)

Semi-Annual Financial Statement

Semi-Annual Report (Institutional Class)

Latest proxy voting record for the Fund (Form N-PX)

Consent To Electronic Delivery

By clicking Submit, you consent to electronically receive the Zevenbergen Funds’ prospectus and/or summary prospectus for each of the Zevenbergen Funds, privacy notice, account application and any other materials that may be required in connection with the information you requested, on the terms set forth below. You also agree to read and agree to the terms of these documents before investing.

Access to Online Documents

To view and print the documents, you will need Adobe Acrobat Reader. If you do not have Acrobat Reader, you can download it for free. If you are unable to download, view, or print the documents, contact Zevenbergen Funds at 1-(844) ZVNBRGN for assistance or to request a free paper copy of any of these documents.

Duration of Election and Consent

Your consent applies only to this request. If you request additional information you may be required to consent to electronic delivery again.

Costs and Risks

The Funds do not charge you a fee to use our website, but you could incur expenses from an internet service provider when you access information online. Also, be aware that your internet service provider may occasionally experience system failure, and hyperlinks to documents may not function properly.

I agree that I have received the Zevenbergen Funds’ prospectus and/or the summary prospectus for each Fund in which I plan to invest.
Invest Now

You can buy shares through any of these platforms:

  • AXOS
  • BNY MELLON
  • Charles Schwab & Co., Inc.
  • Direct Purchase through U.S. Bancorp Fund Services
  • E*TRADE
  • Interactive Brokers
  • The Vanguard Group, Inc.

By clicking “I Agree” below, you confirm that you have read and acknowledged the terms detailed below, and that you are a Financial Professional or Registered Representative and wish to proceed. You also agree that you have read and acknowledged Zevenbergen Capital Investments LLC’s Terms of Use and Privacy Policy linked below.

A Financial Professional is defined as someone who:

  1. Provides clients with advice and services related to managing their financial resources, including investments, insurance, retirement planning, estate planning, tax planning, and overall financial strategy.
  2. Helps clients achieve financial goals and ensure financial security through various services such as investment advice, financial planning, and ongoing monitoring.
  3. Is compensated through fees, commissions, or a percentage of assets under management, playing a crucial role in guiding individuals and businesses in complex financial decisions.

The information on this website is intended for financial professionals and is published for informational purposes only. If you do not qualify as a financial professional, the information shown on this site may not be relevant or appropriate for you.

There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results.

Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy

I Agree

By clicking “I Agree” below, you confirm that you have read and acknowledged the terms detailed below, and that you are an institutional investor or a consultant to institutional investors/accounts and wish to proceed. You also agree that you have read and acknowledged Zevenbergen Capital Investments LLC’s Terms of Use and Privacy Policy linked below.

The information on this website is intended for institutional investors and/or consultants to institutional investors. It is published for informational purposes only. If you do not qualify as an institutional investor or consultant, the information shown on this site may not be relevant or appropriate for you.

The term “institutional account” shall mean the account of:

(1) a bank, savings and loan association, insurance company, or registered investment company;

(2) an investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions); or

(3) any other person (whether a natural person, corporation, partnership, trust, or otherwise) with total assets of at least $50 million.

The term “institutional investor” means any:

(A) person described above, regardless of whether the person has an account with a member;

(B) governmental entity or subdivision thereof;

(C) employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;

(D) qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;

(E) member or registered person of such a member; and

(F) person acting solely on behalf of any such institutional investor.

There can be no assurance that any investment product or strategy will achieve its investment objectives or that there will be any return of capital. The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and

Zevenbergen Capital Investments LLC Terms of Use and Privacy Policy

I Agree

More Information about Zevenbergen Growth Fund

Zevenbergen Growth Fund

Distributions

Anticipated Mutual Fund to ETF Conversion

Regulatory Documents

Annual Financial Statement

Annual Report (Institutional Class)

Semi-Annual Financial Statement

Semi-Annual Report (Institutional Class)

Latest proxy voting record for the Fund (Form N-PX)