Investment Objective
The Fund’s investment objective is long-term growth of capital.
FOCUS ON RISK-ADJUSTED ALPHA
ARK Investment Management specializes in thematic investing in disruptive innovation. The firm is rooted in more than 40 years of experience in identifying and investing in disruptive innovations that are changing the way the world works and delivering outsized growth as industries transform. Through its open research process, ARK identifies companies that it believes are leading and benefiting from cross-sector innovations such as robotics, 3D printing, big data, machine learning, cloud computing, energy storage and DNA sequencing.
Firm inception: 2013
Portfolio Manager:
- Catherine D. Wood, CIO; industry since 1981
FUNDAMENTALLY ORIENTED,
qUANTITATIVELY IMPLEMENTED
The sub-advisor’s “Open Research Ecosystem” is designed to identify disruptive innovation early and leverages multiple data sources, both internal and external, to produce timely, original analysis. An open research process, which includes traditional sources, social media and crowdsourcing, provides a virtual collaboration platform that enables the sub-advisor’s thematic analysts to participate in an organized exchange of insights and ideas. Throughout the research process, the sub-advisor’s thematic analysts ask:
- Where is the next big disruptive innovation?
- What is the size of the total market?
- Which industries will be disrupted?
- Which companies will emerge as winners?
The analysts then examine each investment opportunity from both the top down and bottom up.
Total Fund Assets
$199.1 Million
Sub-Advisor (%)
ARK Investment Management LLC |
100.0 |
FUND overview flyer*
Discovering Investment Themes
Through Global Innovation
sub-advisor video
Catherine D. Wood,
ARK Investment Management LLC [3:06]
*For investment professional use only. Login required.