Is Ark Invest credible, or more marketing than subtance?

This is ArkInvest: ark-invest.com

They're a fund focused on "disruptive innovation".

Their approach, "Open Source Research Ecosystem" and Founder's emphasis on creativity as the basis for generating alpha seems more marketing than substance.

Some of their presentations have been fairly unprofessional at times. Not up to the standard of bankers/consultants. Arguably worse than some college presentations too.

Then again, there's been some great research by Chris Burniske: https://medium.com/@cburniske/cryptoasset-valuati…

But some of their assertions are very optimistic and flaky.

What do you guys think?

Comments (11)

 
Mar 19, 2018 - 11:54pm

cataractum, bummer your thread hasn't had a response yet. Sometimes bots are smarter than humans anyways:

Who will rescue this thread? Brooklyn125 Dwa aeb416

Fingers crossed that one of those helps you.

 
Nov 23, 2020 - 6:10pm

Yeah it performed very well during the pandemic (like many other tech stocks/etf). would say that while the website has an amazing design and their marketing materials, imo they put their money where their mouth is.  For now at least lol

 

P.S - ik this thread is 2 years old but still gonna respond

 
Nov 23, 2020 - 7:16pm

Well, how many folks out there putting $7,000 price target for Tesla? 

Follow me on Instagram: @dickthesellsider

 
Nov 24, 2020 - 12:00am

Their performance speaks for itself. More tech exposure + first to bet big on Tesla has equaled really good returns this year. I would feel comfortable putting my money in ARK - one caveat - Cathie Wood might lose control of the fund.

 
Nov 25, 2020 - 6:42am

I believe they take a different approach to modeling / forecasts because of the disruptive industries they are trying to predict (ie not straightlining recent growth rates). Guess that is why they end up with some pretty bullish / aggressive predictions.

 
Most Helpful
  • Analyst 2 in IB-M&A
Nov 27, 2020 - 6:30pm

Recent performance of the Ark ETFs speak for themselves. Also, the fund prospectus and all holdings information are easily accessible at their website.

FWIW, I yolo'd my entire IRA into ARKK leaps after doing my DD (conclusion: SOGU).

 
Feb 9, 2021 - 6:04am

They just released their 2021 Big Ideas. Worth a read to get a perspective on what the "growthier" part of the market thinks.

Never thought two of their themes - EVs (Tesla) and Bitcoin would combine in the way it has! LOL.

 
  • Analyst 2 in AM - Equities
Feb 13, 2021 - 6:14pm

Cathie Wood is clearly intelligent in many ways, and it is very difficult to argue with the returns.  That being said, ARK seems like a fraud to me. Maybe fraud is too harsh of a word, but it is very reminiscent of Gerry Tsai at Fidelity or even the Chicken Little Growth Fund pre-financial crisis. Returns were ungodly until they weren't. I completely understand the secular trends Cathie is trying to capitalize on, but something about it doesn't sit right (nobody cares about fundamentals anymore?).  Also, just watching some of the interviews with Cathie or some of ARK's analysts, these are not investors. These are hype men and women with rose-colored glasses acting like they work for TSLA and not for their investors...

For what it's worth, I actually agree with some of her long-term calls (CRISPR technology for example), but I still think many investors will end up being hurt as, long term, investing in extreme hype rarely works out, even if some of the companies do (see AMZN or CSCO during dot-com bubble). Maybe i'm an idiot and Cathie is the greatest investor of all time -- time will tell...

Start Discussion

Popular Content See all

HELP: Sticky Situation with Boss
+156OFFby 2nd Year Analyst in Investment Banking - Mergers and Acquisitions">Analyst 2 in IB-M&A
Arranged Marriage
+41OFFby Intern in Real Estate - Commercial">Intern in RE - Comm
Ask a girl
+39OFFby 1st Year Analyst in Investment Banking - Generalist">Analyst 1 in IB - Gen
tipping point - mental breakdown
+35IBby 1st Year Analyst in Investment Banking - Industry/Coverage">Analyst 1 in IB - Ind
To Snitch or not to Snitch?
+33OFFby 2nd Year Analyst in Investment Banking - Industry/Coverage">Analyst 2 in IB - Ind
Would you date a girl without a college degree?
+31OFFby Intern in Consulting">Intern in Consulting
Caught relaxed vibing to music by my MD
+17OFFby 1st Year Analyst in Investment Banking - Corporate Banking">Analyst 1 in IB - CB

Total Avg Compensation

March 2021 Investment Banking

  • Director/MD (9) $911
  • Vice President (31) $349
  • Associates (168) $231
  • 2nd Year Analyst (98) $151
  • Intern/Summer Associate (93) $145
  • 3rd+ Year Analyst (23) $145
  • 1st Year Analyst (371) $131
  • Intern/Summer Analyst (308) $82

Leaderboard See all

1
LonLonMilk's picture
LonLonMilk
98.5
2
Jamoldo's picture
Jamoldo
98.4
3
Secyh62's picture
Secyh62
98.3
4
CompBanker's picture
CompBanker
97.8
5
redever's picture
redever
97.7
6
Addinator's picture
Addinator
97.6
7
frgna's picture
frgna
97.6
8
NuckFuts's picture
NuckFuts
97.5
9
bolo up's picture
bolo up
97.5
10
Edifice's picture
Edifice
97.5