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          Investimenti Attivi

          Per saperne di più sulla nostra offerta di ETF attivi.

          Overview

          Performance

          Dal 19/03/2025

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          Nome Codice base ISIN ClassificazioneSFDR TER (%) AUM ($USD) Factsheet
          ARK Innovation UCITS ETF ARKK IE000GA3D489 Article 8 0.75 38,445,116
          ARK Artificial Intelligence & Robotics UCITS ETF ARKI IE0003A512E4 Article 8 0.75 52,179,457
          ARK Genomic Revolution UCITS ETF ARKG IE000O5M6XO1 Article 8 0.75 8,621,432
          Nome Codice base YTD 1MO 3MO 6MO 1YR Data di lancio Come di
          ARK Innovation UCITS ETF ARKK 12/04/2024
          ARK Artificial Intelligence & Robotics UCITS ETF ARKI 12/04/2024
          ARK Genomic Revolution UCITS ETF ARKG 12/04/2024

          Capitale a rischio. La performance passata non è un indicatore affidabile dei risultati futuri. Il valore del vostro investimento e il reddito generato varieranno, l’importo del vostro investimento iniziale non può essere garantito. Il rendimento del vostro investimento può aumentare o diminuire a causa delle fluttuazioni di valuta.

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          L’approccio attivo di ARK Invest: Ricerca Top-Down e Bottom-Up

          Top-Down: Ideazione

          Il team di ricerca e investimento di ARK esamina inizialmente in modo top-down come sta cambiando il mondo e dove si sta dirigendo. Per comprendere i temi emergenti dell’innovazione, ARK si avvale di un ecosistema di ricerca aperto per raccogliere informazioni che contribuiscono a definire e perfezionare il processo di ricerca interno.

          Top-Down: Dimensionare l'Opportunità

          Attraverso un’ampia ricerca, ARK prevede le opportunità di mercato a lungo termine, modellando le curve dei costi e l’elasticità della domanda per individuare i punti di ingresso delle tecnologie dirompenti. Da qui, le aziende emergono come leader, innescando la dettagliata analisi bottom-up.

          Bottom-up: Selezione e Valutazione dei Titoli

          L’analisi bottom-up di ARK si concentra su un gruppo selezionato di potenziali investimenti, evitando i benchmark. Gli investimenti vengono valutati sulla base di metriche fondamentali e di un modello dettagliato di ricavi a cinque anni, che comprende la crescita delle unità, la riduzione dei costi, la penetrazione del mercato e le proiezioni future.

          Bottom-Up: Gestione del Portafoglio e del Rischio

          ARK monitora settimanalmente la tesi d’investimento delle partecipazioni, aggiustandole per sfruttare i cambiamenti del mercato o per riallinearsi ai livelli di convinzione. Monitoriamo attentamente i tassi di crescita previsti e i rischi delle posizioni. Possiamo ridurre o vendere una società se la nostra tesi d’investimento a lungo termine è cambiata in modo sostanziale.

          Gestori di Portafoglio

          Gestori di Portafoglio

          View bio

          Catherine Wood

          Chief Investment Officer / Portfolio Manager

          ARK Invest Client Portfolio Manager View bio

          Thomas Hartmann-Boyce, CFA

          Client Portfolio Manager

          View bio

          Dan White, CFA

          Associate Portfolio Manager

          View bio

          Nicholas Grous

          Associate Portfolio Manager

          Catherine Wood

          Chief Investment Officer / Portfolio Manager

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          Cathie registered ARK Investment Management LLC (“ARK”) as an investment advisor 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.

          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.

          ARK Invest Client Portfolio Manager

          Thomas Hartmann-Boyce, CFA

          Client Portfolio Manager

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          Thomas Hartmann-Boyce joined ARK in June 2021. As Client Portfolio Manager, Thomas works directly with ARK’s investment team to communicate in-depth knowledge of investment-level detail to internal and external clients.

          Prior to ARK, Thomas was Vice President, Lead Portfolio Manager within the multi-asset solutions business at Goldman Sachs Asset Management for over five years where he managed customized portfolios for institutional clients. Prior to joining Goldman Sachs in 2015, Thomas held various client-facing positions at MSCI Inc. over the span of four years, with a key emphasis on business development within the exchangetraded funds team. Thomas is a CFA charterholder, and earned his Bachelor of Arts in International Affairs and Management & Business from Skidmore College.

          Dan White, CFA

          Associate Portfolio Manager

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          Dan joined ARK in February 2021. As Associate Portfolio Manager, Dan assists Cathie in managing investment strategies in non-discretionary positions that, over time, could lead to discretionary control. Dan joined ARK as a Client Portfolio Specialist, partnering with ARK’s investment team to create and deliver insight and analysis to internal and external clients.

          Prior to ARK, Dan was Vice President and Investment Strategist at Bank of America. His primary responsibilities were investment manager due diligence and portfolio construction for the model portfolios offered at Merrill Lynch and U.S. Trust Private Bank.

          Dan is a CFA Charterholder and earned his Bachelor of Science in Finance from the University of Rhode Island.

          Nicholas Grous

          Associate Portfolio Manager

          LinkedIn icon

          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.

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