BMO ARK Innovation ETFs
Invest like a visionary. Now trading on CBOE Canada Inc’s exchange.
Own the future today with innovation ETF 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.
ARK’s five innovation themes
Artificial intelligence (AI)
Machine learning has the ability to transform all sectors of the economy.
Energy storage
Innovations in clean energy storage will be paramount during the global transition from fossil fuels.
Robotics
Advances in automation should one day transform many physical processes and workflows.
DNA Sequencing
The clinical adoption of genome technologies could vastly reshape the health care industry.
Blockchain technology
Corporations will likely have to adapt as blockchains call into question their very structure.
Our suite of BMO ARK innovation ETFs
BMO ARK Innovation Fund ETF Series (ARKK)
ARKK invests in companies that represent the best risk-reward opportunities from ARK’s investment theme of disruptive innovation.
BMO ARK Genomic Revolution Fund ETF Series (ARKG)
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 (ARKW)
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.
Investment process: 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.
We believe that innovation is key to growth in a portfolio. According to our research, the global economy is undergoing one of the largest technological transformations in history, displacing industry incumbents and creating new leaders, enablers, and beneficiaries of disruption innovation.
Meet the investment 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 Winton
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.
Catherine Wood
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.
Get started
You can purchase BMO ETFs through your direct investing account with your online broker, or through your investment advisor.
ARK Innovation ETFs FAQs
The global economy is undergoing a remarkable technological transformation. The convergence of major innovation platforms, such as robotics and energy storage, could collapse the cost structure within certain industries—potentially changing the way the world works.
The COVID-19 crisis accelerated the shift to online activities, pulling forward years of growth in digital advertising, social commerce, and gaming, among others—and the internet is at the forefront. Specific sub-themes include cloud computing, big data, e-commerce, AI, and blockchain businesses.
Disclosures
This communication is for information purposes. The information contained herein is not, and should not be construed as, investment advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
The viewpoints expressed by the Portfolio Manager represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. This communication is intended for informational purposes only.
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.
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