ARK Invest FAQs

We believe innovation is key to long-term growth of company revenues and profits. Our mission is to deliver superior long-term capital appreciation and outperformance with low correlation to traditional investment strategies by identifying and investing in leaders, enablers and beneficiaries of disruptive innovation.

ARK’s Creative Research Ecosystem is designed to capitalize on rapid change and identify disruptive innovation early. We created a collaborative, interdisciplinary flow of information that leverages crowdsourcing, external theme developers, and online and social media, and thus combines full-picture top-down and bottom-up research.

ARK’s top-down, thematic innovation research provides a distinctive perspective on the magnitude of disruptive innovation opportunities. The information generated by our Creative Research Ecosystem allows us to size the potential of disruptive innovation and identify the companies that we believe are most likely to prosper or suffer as a result. Our research enables us to conduct stronger investment analyses that lead to high-conviction portfolios.

Transparent, collaborative and interdisciplinary information flow enables ARK to achieve distinctive insights. We constantly challenge our convictions against external sources in order to arrive at stronger analyses.

Disruptive innovation is the introduction of a technologically enabled new product or service that permanently changes an industry by creating simplicity and accessibility while driving down costs

Today, technology is disrupting our world at an accelerated rate. Multiple innovation platforms are enabling industrial growth and facilitating convergence across multiple sectors of the economy and industries. The full magnitude of these innovations and the investment opportunities they create are often unrecognized or misunderstood by traditional investors.

More importantly, disruptive innovation impacts and concerns all of our lives and changes the way the world works, from communication and transportation, to education and healthcare.

ARK is focused on investing in promising areas of disruptive innovation and nonlinear change. The starting point for our research is from the top down. Our current research themes are the Genomic Revolution, Industrial Innovation, and Web x.0, covering such elements as genetic breakthroughs, the third industrial revolution, and web-based transformation. All of these themes and their elements are combining to disrupt most industries in the United States and around the world. These broad themes include companies across sectors and market capitalizations.

Disruptive innovation is unconstrained by market capitalization, geographic boundaries or sectors. We research and invest in a wide range of companies, from mega caps to micro caps, that ARK believes are going to contribute to and benefit from the rapidly changing market landscape. Small cap companies may offer a higher growth opportunity, whereas large cap companies may offer less volatility.

ARK’s cross sector portfolios aim to uncover disruptive innovation that impacts multiple industries. Unlike traditional investment strategies that specialize in certain narrowly focused sectors of the economy, ARK uses a theme-based approach unconstrained by economic sectors.

Theme Developers are thought leaders from a variety of fields who offer meaningful insights, experience, and expert knowledge in one of ARK’s research themes, and/or professionals with deeper understanding of disruptive innovation. ARK actively engages with Theme Developers as part of our research ecosystem. If you are an expert in your field and are interested in becoming a Theme Developer for one of our research themes, please contact ARK.

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