An exclusive webinar on our actively managed ARK Innovation strategy, where we explore the potential of disruptive innovation to reshape our planet. At ARK Invest, we have centered our research on five key innovation platforms: AI, Robotics, Energy Storage, Multiomic Sequencing and Public Blockchains. The ARK Innovation strategy portfolio represents our “best ideas” across our five innovation platforms, based on over a decade of research working with the ARK open-source community.
This benchmark-agnostic absolute return strategy offers investors exposure to forward-looking innovation with the potential for outsized returns, serving as a crucial hedge against backward-looking benchmarks like the SPX and QQQ, which are increasingly overlapping and losing their structural integrity for diversification within a broader portfolio.
In this webinar, we take a bottom-up approach to unpack our valuation models and deepest investment convictions for some ARK favorites, from Tesla to Palantir, Coinbase to Robinhood, Roku to UiPath, and more. We then work backwards to explain our investment portfolio and why allocating to innovation today—amidst a technological sea change—is more crucial than ever.
Webinar recorded on 12th June, 2024.
