ARK Invest

“And I'll also say that in the private world, we think a contender is Freenome. And we have that as one of our first holdings.”

“I do believe we have the best analyst team when it comes to innovation in the world, and the reason we do is because their responsibilities are broken out not by sector or industry, but by technology.”

“We're sizing opportunities using Wright's law, a relative of Moore's law, to try and understand cost declines, and then we do our bottom-up analysis. We are as stock research driven as any other bottom-up team out there, and then we have a six-point overlay ju…”

“Our strategies are starting to outperform now on days When some of these big benchmarks don't, and that's what usually happens as we're coming towards the end of a bear market.”

“This year, we haven't even outflowed one billion, you know, out of that seventeen billion.”

“We give all of our analysts equity and arc from the beginning.”

“And we think they have streamlined and are going to become one of the most, if not the most important molecular diagnostic testing company.”

“If we were to use knowledge as the metric for accreditation the accredited investors for ARC Would be those retail investors. They have, they are passionate about innovation, and they know so much about it, and many of them are working in the industry or in th…”

“Many of our stocks were beginning to fall below our minimum hurdle rate of return over a five year period. That number is 15% for the public portfolios.”

“Titan is our partner, our distribution partner. It is an app, Andreessen Horowitz funded app, and we are the first outside equity fund that they are putting on this platform, and they are going to help us help our retail investors get to know our companies, Wi…”

“So we've moved our flagship portfolio ARKK from 58 names down to 32, 33 names and we're further consolidating in this risk-off period, but we tend to bottom out in that low thirties range.”

“We average down during risk off periods, and we also concentrate our portfolios towards our highest conviction names.”

“And I think it will be Considered a very provincial in let's say three to five years time to hear a firm saying, well, we don't share any of our research because it's our secret sauce.”

“So last year, our net flows, now they were front end loaded to be sure they were seventeen billion dollars. That's net. There were redemptions, but we kept seventeen billion of the flows last year.”

“Less than 10% of our portfolio is, or I should say less than, there's much less than a 10% overlap between us and any, you know, it's usually less than five percent.”

“I think advisors looking at how I have positioned my own portfolio are shocked at how much I'm all in to innovation. Between our funds crypto and private funds.”

“We ended up selling out of Nvidia and only recently since it has had a tumble. Have we re-initiated our position?”

“We're giving asset allocators an opportunity to make up for the massive short that we believe they have in their portfolios. And that short is truly disruptive innovation.”

“What we see as our stocks go down 80 to 90%, if we're right we're seeing the total rate of return expectation increase for the next five years.”

“So we've centered our research and investing around Five innovation platforms genomic sequencing robotics, energy storage, artificial intelligence, and blockchain technology and those are all converging.”

“We believe today that truly disruptive technologically enabled innovation is priced in the global markets, public and private, at somewhere in the seven to eight trillion dollar range. So it's less than 10% of the global equity cap, public and private. We beli…”

“Information is ubiquitous. It's how you put it together.”

“We're selling a lot of our portfolio to concentrate. And again, some of those sales are very good because we have a doubt. Wait a minute. There's a management turmoil or a lot of turnover and just, you know, little red flags that don't force us. They may be we…”

“We are not using different analysts for private than public because they've been following these private companies the whole time.”