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How well do you know Cathie Wood?
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Cathie is the founder of Ark Investment Management
Some of her most popular funds are
$ARKK
$ARKQ
$ARKF
$ARKG
Cathieâs funds are known for eye popping returns. Letâs dig deeper into how she is able to see big opportunities in the market
Some of her most popular funds are
$ARKK
$ARKQ
$ARKF
$ARKG
Cathieâs funds are known for eye popping returns. Letâs dig deeper into how she is able to see big opportunities in the market
She joined Jennison Associates in 1980 as an economist
In her words:
âThe analysts who were there were lifers, and they werenât going to give up anything in their universe,â she recalls. âSo I had to scrape around and try to find my own names. Where did that leave me?â
In her words:
âThe analysts who were there were lifers, and they werenât going to give up anything in their universe,â she recalls. âSo I had to scrape around and try to find my own names. Where did that leave me?â
âIt led me to the companies that fell through the cracksâ
âI learned that when analysts and portfolio managers dismiss something as being too small or something that isnât going to fit neatly into any portfolio, those are usually real opportunities to surprise on the upside.â
âI learned that when analysts and portfolio managers dismiss something as being too small or something that isnât going to fit neatly into any portfolio, those are usually real opportunities to surprise on the upside.â
Those 2 quotes reveal so much into how she picks her stocks
One of her biggest holdings is Tesla $TSLA
There was a long stretch of time when Tesla was doubed and counted out and it âfell through the cracksâ
Right into Cathieâs hands
One of her biggest holdings is Tesla $TSLA
There was a long stretch of time when Tesla was doubed and counted out and it âfell through the cracksâ
Right into Cathieâs hands
Nowadays Cathie focuses on 5 main industries
1. DNA sequencing
2. Energy storage
3. Robotics
4. Deep learning
5. Blockchain technology
1. DNA sequencing
2. Energy storage
3. Robotics
4. Deep learning
5. Blockchain technology
Her team has identifies which stocks are best positioned to capitalize on these opportunities
Then they draw up
-bottom-up forecasts
-investment briefs
-investment thesis
-expected rates of return
One of the coolest parts of their research is
Then they draw up
-bottom-up forecasts
-investment briefs
-investment thesis
-expected rates of return
One of the coolest parts of their research is
Leaving no stone unturned. They distribute their research and white papers on social media platforms such as $TWTR and $FB. This approach has not only encouraged innovative firms to reach out to the company, but also talent with specialized knowledge.
One of my favorite quotes by Cathie is
âPeople are scared of innovation. Theyâre scared of volatility. Volatility can be a good thing on the upside. Thatâs what people loved in the late â90s. Now they think of volatility as only happening on the downside, but thatâs not true.â
âPeople are scared of innovation. Theyâre scared of volatility. Volatility can be a good thing on the upside. Thatâs what people loved in the late â90s. Now they think of volatility as only happening on the downside, but thatâs not true.â
Her lasting legacy is focused on the long term. Her funds have performed well in the short run but she understands the future changes rapidly and she wants to be prepared for it.
I know I am personally very excited to see what @CathieDWood has in store for years to come
I know I am personally very excited to see what @CathieDWood has in store for years to come
