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Metaverse

This actively managed equity strategy seeks long-term capital growth by investing in domestic and foreign equity securities of companies focused on the Metaverse. Companies within this strategy are focused on building the future of the internet. The Metaverse is a shared virtual universe that could ultimately connect everyone and everything. As it matures its primary function will be to host and connect 3D-rich virtual environments and worlds.

Metaverse

Investment Focus

Artificial Intelligence

Artificial Intelligence

Cloud Computing

Cloud Computing

Digital Media

Digital Media

eCommerce

eCommerce

IoT

IoT

Next Generation Internet

Next Generation Internet

Social Media

Social Media

Overview

  • Type: Active Equity
  • Typical # of Holdings: 30-50
  • Inception: 2022
  • Portfolio Manager: Catherine Wood
  • Analysts: Nick Grous
    Andrew Kim
    Frank Downing

Strategy Description

This actively managed equity strategy seeks long-term capital growth by investing in domestic and foreign equity securities of companies focused on the Metaverse. Companies within this strategy are focused on building the future of the internet. The Metaverse is a shared virtual universe that could ultimately connect everyone and everything. As it matures its primary function will be to host and connect 3D-rich virtual environments and worlds. 

Availability

Strategy Mutual Fund
Metaverse In Japan

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 u0026 Conditions page.

Strategy Characteristics

01

Actively managed, high conviction portfolio

02

Cross sector, geographies, and market capitalizations

03

Benchmark agnostic with low overlap to broad market indices

04

Research process driven by ARK’s Open Research Ecosystem

Investment Team

Catherine Wood

Catherine Wood

Chief Executive Officer
Chief Investment Officer

Catherine Wood

Catherine Wood

Chief Executive Officer
Chief Investment Officer

Cathie registered ARK Investment Management LLC (“ARK”) as an investment adviser with the U.S. Securities and Exchange Commission in January 2014. With over 40 years of experience identifying and investing in innovation, Cathie founded ARK to focus solely on disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities in the public markets resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. As Chief Investment Officer (“CIO”) and Portfolio Manager, Cathie led the development of ARK’s philosophy and investment approach and has ultimate responsibility for investment decisions.

Prior to ARK, Cathie spent twelve years at AllianceBernstein as CIO of Global Thematic Strategies where she managed over $5 billion. Cathie joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which in 2000, managed approximately $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates LLC as Chief Economist, Equity Research Analyst, Portfolio Manager and Director. She started her career in Los Angeles, California at The Capital Group as an Assistant Economist. Cathie received her Bachelor of Science, summa cum laude, in Finance and Economics from the University of Southern California in 1981.

Cathie has been recognized as an influential fund manager across various outlets. In 2018, editors at Bloomberg acknowledged Cathie by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Cathie to its exclusive roundtable of experts in the annual Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts. In 2016, Cathie received the “Women in Finance – Outstanding Contribution Award” from Market Media. Cathie also has been a featured speaker at the World Economic Forum (China) in 2016 & 2017, the World Strategic Forum (Miami) in 2017, The Sohn Hearts and Minds Investment Leaders Conference (Australia) in 2018 and 2019, and Singularity University’s Exponential Finance in 2017 and Global Summit in 2019.

In 2018, Cathie launched the Duddy Innovation Institute at her alma mater, Notre Dame Academy in Los Angeles. The institute offers a challenging educational experience for young women eager to stretch their learning beyond the boundaries of traditional acquisition of knowledge, while influencing a new way of thinking and learning throughout campus.

*The Adviser did not pay a fee to be considered for or granted any awards. The Adviser did not pay a fee or was required to be a member of an organization to be invited as a speaker at any of the noted events. For full Award Disclosure please go to our Terms & Conditions page. Past performance is not a guarantee of future results.

Nicolaus Copernicus

Nicolaus Copernicus

Catherine’s favorite innovator

Articles from Catherine Wood:

See all articles
Artificial Intelligence | Autonomous Vehicles | Bitcoin | Cryptocurrency | Economics | Electric Vehicles | Fintech | Genomics | Market Insights | Market Review

What The Market Overlooked in 2022: A Letter from Cathie Wood, ARK Founder, CEO, & CIO

Economics | Market Insights | Market Review

ARK Extends An Open Letter To The Fed

Brett Winton

Brett Winton

Chief Futurist
ARK Venture Investment Committee Member

Brett Winton

Brett Winton

Chief Futurist
ARK Venture Investment Committee Member

Brett joined ARK in February 2014 and has worked alongside Cathie for almost 15 years since their time at AllianceBernstein. As Chief Futurist, Brett drives ARK’s long-term forecasts across convergent technologies, economies, and asset classes, helping ARK dimension the impact of disruptive innovation as it transforms public equities, private equities, cryptoassets, fixed income, and the global economy. Brett also serves on the ARK Venture Investment Committee. Brett joined ARK as Director of Research, guiding and managing the proprietary research of ARK’s investment team.

Prior to ARK, Brett served as a Vice President and Senior Analyst on the Research on Strategic Change team at AllianceBernstein. In that role, Brett conducted thematic research, served on the thematic portfolio’s strategy committee under Cathie Wood’s stewardship, and advised portfolio managers across asset classes. His research topics included Global Energy in the Face of Carbon Dioxide Regulation; Social Media and the Rise of Facebook; the Reformation of the Financial Services Landscape; and the Emergence of Electric Vehicles.

Brett earned his Bachelor of Science in Mechanical Engineering at the Massachusetts Institute of Technology (MIT).

Alexander Winton

Alexander Winton

Brett’s favorite innovator

Nicholas Grous

Nicholas Grous

Associate Portfolio Manager

Nicholas Grous

Nicholas Grous

Associate Portfolio Manager

Nick joined ARK in July of 2018. As Associate Portfolio Manager, Nick assists Cathie in managing investment strategies in non-discretionary positions that, over time, could lead to discretionary control. Initially, Nick served as ARK’s Trading/Research Associate. Afterwards, he transitioned into the role of an Analyst on the Next Generation Internet strategy and will continue with many of these responsibilities, focusing on digital media, streaming technology, and online gaming.

Prior to ARK, Nick worked at York International Insurance and Vestorly, a New York-based tech start-up.

Nick graduated from the University of Michigan with a Bachelor of Arts in Political Science and a minor in Entrepreneurship.

Galileo Galilei

Galileo Galilei

Nick’s favorite innovator

Articles from Nicholas Grous:

See all articles
Artificial Intelligence | Digital Consumer | Gaming | Online Sports Betting | Social

Big Ideas 2023 Summary: Digital Consumers

Andrew Kim

Andrew Kim

Research Associate

Andrew Kim

Andrew Kim

Research Associate

Andrew joined ARK in September 2020. As a Research Associate, he provides assistance to the analyst team and broader firm. He primarily supports ARK’s Next Generation Internet strategy.

Prior to ARK, Andrew interned as an investment banking summer analyst at Goldman Sachs in New York and a growth equity summer analyst at BlueRun Ventures (BRV Capital Management) in Seoul. Andrew earned a bachelor’s degree from Harvard University studying economics and statistics.

Claude Debussy

Claude Debussy

Andrew’s favorite innovator

Articles from Andrew Kim:

See all articles
Frank Downing

Frank Downing

Director of Research, Next Generation Internet

Frank Downing

Frank Downing

Director of Research, Next Generation Internet

Frank joined ARK in April 2021. As Director of Research, Frank guides the research of the Next Generation Internet team. ARK’s Directors of Research recognize that disruptive innovation demands a dynamic and universal approach. By researching across sectors, industries, and markets, ARK seeks to gain a deeper understanding of the convergence among and market potential of disruptive innovations, thus sizing investment opportunities more appropriately. Frank joined ARK as an Analyst for the Next Generation Internet strategy and will continue with many of these responsibilities, focusing on cloud computing and cryptoassets.

Prior to joining ARK, Frank was a Senior Technology Consultant in Deloitte’s Cloud Engineering practice. His skillset includes data engineering, full stack web development, product management, and technology strategy. Additionally, Frank is passionate about the disruptive potential for decentralized applications across industries.

Frank graduated from the University of Michigan with a Bachelor of Business Administration degree focused on Technology and Information Systems, and a minor in Computer Science.

Henry Ford

Henry Ford

Frank’s favorite innovator

Articles from Frank Downing:

See all articles
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