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Portfolio Construction by Renato Leggi, CFA, CAIA
The Equity Market Cap Associated with Technologically Enabled Innovation Is Likely to Grow Exponentially
by Renato Leggi, CFA, CAIA

The Equity Market Cap Associated with Technologically Enabled Innovation Is Likely to Grow Exponentially

11 minutes to read
Tags: IPO, Market Insights, MSCI
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Portfolio Construction by Renato Leggi, CFA, CAIA
Strategic allocation, innovation allocation, emerging markets, renato leggi, ark research
by Renato Leggi, CFA, CAIA

Strategic Allocation To Innovation: A Comparison to Emerging Markets

We believe a strategic allocation to innovation probably will evolve into a sub-asset class, as did the “niche” strategy of the 1980s—emerging markets.

9 minutes to read
Tags: Disruptive Innovation, Emerging Markets, portfolio composition, Thematic Investing
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Portfolio Construction by Renato Leggi, CFA, CAIA
ARK Invest_Innovation a Sub Asset Class_Renato Leggi
Portfolio Construction

Innovation: The Risks of Under-Allocation

6 minutes to read
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Portfolio Construction by ARK Invest
ARK Invest_Blog Banner_2020_04_28---Big-Ideas-Summit
Portfolio Construction

BIS2020: ARK’s Q&A Video Conference on COVID-19 and Market Volatility

6 minutes to read
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Portfolio Construction by Catherine Wood
ARK-Invest_Blog-Banner_2017_12_02---Israel-Innovation
Portfolio Construction

Israel: An Innovation Powerhouse with Exponential Growth Potential

8 minutes to read
Tags: Israel, Market Insights
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