Actively Managed Equity
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Overview
- Type: Active Equity
- Typical # of Holdings: 30-50
- Inception: May 2021
- Portfolio Manager: Catherine Wood
-
Analysts:
Collective Team
Strategy Description
This actively managed equity strategy aims to incorporate companies most likely to deliver long-term capital growth and to positively impact global progress towards the UN SDGs. ARK groups the SDGs into four major sustainable development themes. By dimensioning the impact that innovation could have on accelerating progress against these themes, ARK seeks to identify companies most likely to deliver growth while positively impacting global progress.
Availability
| Strategy | Mutual Fund |
|---|---|
| Positive Change Innovation | 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 & 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