FOCUS ON RISK-ADJUSTED ALPHA
ARK Investment Management LLC ("ARK") specializes in thematic investing in disruptive innovation. The firm is rooted in almost 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, bitcoin and block-chain technology, cloud computing, energy storage, and DNA sequencing.
Firm inception: 2013
- Catherine D. Wood, CIO; industry since 1981
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.