Investment Focus
Artificial Intelligence
Autonomous Vehicles
Fintech
DNA Sequencing
Robotics
3D Printing
Overview
- Type: Active Equity
- Typical # of Holdings: 35-55
- Inception: Oct. 2014
- Portfolio Manager: Catherine Wood
- Analysts: Collective Team
Strategy Description
This actively managed equity strategy seeks long-term capital growth by investing in the US listed securities, including ADRs, of companies focused on disruptive innovation. ARK defines ‘‘disruptive innovation’’ as the introduction of a technologically enabled product or service that potentially changes the way the world works. Companies in ARK’s cornerstone strategy aim to capture the substantial benefits of new products or services associated with scientific research in DNA technologies, energy storage, the increased use of autonomous technology, next generation internet services, and technologies that make financial services more efficient.
Availability
Strategy | ETF | Managed Account | Mutual Fund | UCITS |
---|---|---|---|---|
ARK Disruptive Innovation |
The content presented does not constitute investment advice, should not be used as the basis for any investment decision, and does not purport to provide any legal, tax or accounting advice. Certain of the statements contained on this website may be statements of future expectations and other forward-looking statements that are based on ARK’s current views and assumptions, and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that ARK’s objectives will be achieved. Further, there is no assurance that any strategies, methods, sectors, or any investment programs herein were or will prove to be profitable, or that any investment recommendations or decisions we make in the future will be profitable for any investor or client. Professional money management is not suitable for all investors. For full disclosures, please go to our Terms & Conditions page.
Strategy Characteristics
Actively managed, high conviction portfolio
Cross sector, geographies, and market capitalizations
Benchmark agnostic with low overlap to broad market indicies
Innovation Exposure combining ARK’s cornerstone themes
Investment Team

Catherine Wood
Chief Executive Officer
Chief Investment Officer

Catherine Wood
Chief Executive Officer
Chief Investment Officer
Arcticles from Catherine Wood:
See all articlesInvestors Beware: Stay On The Right Side Of Change
The Coronavirus: Innovation Gains Traction During Tumultuous Times
The coronavirus has thrown the markets for a loop, understandably. Half of the solution is understanding the problem, so we are reassured by the universal and unified policy responses globally.

Brett Winton
Director of Research

Brett Winton
Director of Research
Arcticles from Brett Winton:
See all articlesDisruptive Innovation: Why Now?

Renato Leggi, CFA, CAIA
Client Portfolio Manager

Renato Leggi, CFA, CAIA
Client Portfolio Manager
Arcticles from Renato Leggi, CFA, CAIA:
See all articlesStrategic 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.

Tasha Keeney, CFA
Analyst

Tasha Keeney, CFA
Analyst
Arcticles from Tasha Keeney, CFA:
See all articlesTesla Should Launch a Human Driven Ride-Hail Service to Accelerate Its Autonomous Strategy
Could a Tesla Ride-Hailing Network Run Over Uber and Lyft?

Sam Korus
Analyst

Sam Korus
Analyst
Arcticles from Sam Korus:
See all articlesThe Impending Auto Loans Debacle Could Hurt Companies and Consumers

James Wang
Analyst

James Wang
Analyst
Arcticles from James Wang:
See all articlesIncreasing in Share of Developers, Apple and Amazon Could Topple Intel’s x86 Empire

Simon Barnett
Analyst

Simon Barnett
Analyst
Arcticles from Simon Barnett:
See all articlesThe Genomics Age of Cancer Screening: Earlier Cancer Detection

Maximilian Friedrich
Analyst

Maximilian Friedrich
Analyst
Arcticles from Maximilian Friedrich:
See all articlesCash App Could Be the Fastest Growing Digital Wallet in the US
Square’s Cash App seems to be the fastest growing digital wallet in the US. As disclosed by Square, the number of Cash App monthly active users (MAUs) has more than tripled in the last two years.

George Whitridge
Analyst

George Whitridge
Analyst
Arcticles from George Whitridge:
See all articlesBank Revenue from Credit Cards Could Be Cut in Half in The Next 10 Years
ARK believes the lending industry is undergoing a profound shift. Companies that have digital access to consumers as well as to proprietary data sources, and extend credit without leveraging their own balance sheets, are likely to enjoy significant competitive advantages over traditional lenders.

Alexandra Urman
Analyst

Alexandra Urman
Analyst

Nicholas Grous
Analyst

Nicholas Grous
Analyst

Yassine Elmandjra
Analyst

Yassine Elmandjra
Analyst