Own the Future Today with Disruptive Innovation Strategies
Disruptive innovation is shaping the future. Now Canadian investors can own the future with three new and disruptive innovation funds by BMO in partnership with ARK.
ARK’s research is centred around the belief that five innovation platforms are evolving and converging simultaneously to create dramatic cost declines, unleashing incremental demand across sectors and geographies—and spawning more innovation.
BMO ARK Innovation Fund ETF Series (Ticker: ARKK)
BMO ARK Genomic Revolution Fund ETF Series (Ticker: ARKG)
The BMO ARK Genomic Revolution Fund ETF Series (Ticker: ARKG) invests in companies with exposure to DNA sequencing, including gene therapy, bio-informatics, bio-inspired computing, molecular medicine, and pharmaceutical innovations.
BMO ARK Next Generation Internet Fund ETF Series (Ticker: ARKW)
The BMO ARK Next Generation Internet Fund ETF Series (Ticker: ARKW) invests in companies that focus on or are expected to benefit from the increased use of shared technology, new payment methods, or internet-based products. These include cloud computing, big data, e-commerce, AI, and blockchain businesses.
Combining Top-Down and Bottom-Up Research
ARK’s investment team identifies disruptive innovations and convergence across markets using an open research ecosystem. This top-down approach to ideation enables the team to track evolving themes, calculate demand and pinpoint opportunities.
Simultaneously, ARK’s bottom-up analysis aims to select the companies best-positioned for long-term growth. Each decision is based on a proprietary calculation and comprehensive five-year valuation models. Cathie Wood, CIO and Portfolio Manager at ARK, has the final accountability for all investment decisions.
Adjustments are made to support ongoing risk management, changes in conviction and market volatility.
Meet Your Team
Thomas Hartmann-Boyce, CFA
Thomas Hartmann-Boyce joined ARK in June 2021 as a Client Portfolio Manager. 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 exchange traded funds team.
Renato Leggi, CFA, CAIA
Renato “Ren” joined ARK in October 2018 as ARK’s Client Portfolio Manager. Prior to ARK, Ren was Vice President and Director of Investment Research & Due Diligence at Capital One’s Wealth & Asset Management division. He was responsible for leading the expansion of investment research, third-party investment manager platform, strategic asset allocation framework, and portfolio construction; and also worked as a client-facing portfolio manager, developing and maintaining institutional and high-net-worth client relationships. Prior to Capital One, Ren held various portfolio management, investment due diligence and analyst roles at Morgan Stanley Private Bank, Nomura Holdings, and Legg Mason, Inc.
Brett joined ARK in February 2014 and has worked alongside Cathie for almost 15 years since their time at AllianceBernstein. Prior to ARK, Brett served as a Vice President and Senior Analyst on the Research on Strategic Change team at AllianceBernstein. In that role, Brett conducted thematic research, served on the thematic portfolio’s strategy committee under Cathie Wood’s stewardship, and advised portfolio managers across asset classes. His research topics included Global Energy in the Face of Carbon Dioxide Regulation; Social Media and the Rise of Facebook; the Reformation of the Financial Services Landscape; and the Emergence of Electric Vehicles.
With over 40 years of experience identifying and investing in innovation, Cathie founded ARK in 2014 to focus solely on investing in disruptive innovation while adding new dimensions to research. Through an open approach that cuts across sectors, market capitalizations, and geographies, Cathie believes that ARK can identify large-scale investment opportunities resulting from technological innovations centered around DNA sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.
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.
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