In the current yield-starved environment, ARK believes it is important for investors and allocators to find new pockets of opportunity for their portfolios. Growth-oriented investors with long-term time horizons often find it difficult to balance between growth and volatility. When faced with economic, geopolitical, and technological uncertainty, however, they often adopt creative strategies after transitioning through periods of skepticism, research, and acceptance.

In this presentation, Cathie Wood identifies problems associated with traditional “style boxes” in both asset allocation and portfolio management and then details why innovation deserves a strategic allocation in global equity portfolios.

ARK Invest is a strategic partner of Nikko AM for the Nikko AM ARK Global Disruptive Innovation Fund.