ARK's Head of Research on How They Find the Next Huge Winner
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 11 February 2021
⏱️ 73 minutes
🧾️ Download transcript
Summary
In a world dominated by passive investing on one end and retail YOLO traders on the other, there aren't many star fund managers these days. There's one big exception though. Cathie Wood, the head of the ARK family of funds, has become a celebrity due to the incredible performance of her stock picks. So how do they do it? On this episode, we speak with Brett Winton, ARK's Head of Research, who explains the process they use to find disruptive technologies, and the companies that will win from them.
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Transcript
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| 0:00.0 | Join us in New York on November 2 for the Bloomberg Technology |
| 0:03.2 | Transformation and the Strategic Sea Suite event. |
| 0:06.2 | Join CFOs and senior leaders in corporate finance and operations |
| 0:09.9 | for special evening briefing to discuss the sea suite's |
| 0:12.6 | increasingly strategic role in their organization's technology transformation. |
| 0:17.1 | Companies participating include Navistar, City, |
| 0:20.0 | Heimarchel, TDBag, UPS and many more. |
| 0:23.3 | This program is proudly sponsored by IBM. |
| 0:25.9 | Register at BloombergLive.com-transformation-slashradio. |
| 0:41.0 | Hello and welcome to another episode of the AdLots podcast. |
| 0:44.8 | I'm Joe Weisenthal. |
| 0:46.4 | And I'm Tracy Alloway. |
| 0:48.1 | So Tracy, here's something that I never thought I would see again. |
| 0:52.8 | So I first started following markets in the late 90s, you know, |
| 0:57.8 | .com era and something that I never thought I would see again in my career |
| 1:02.6 | after that ended was the superstar fund manager. |
| 1:07.6 | Okay. |
| 1:08.6 | Why is that? |
| 1:09.2 | Well, actually, that's totally true. |
| 1:10.8 | What I mean is more the superstar stock picker, |
| 1:14.6 | because of course, back in the old days, |
| 1:17.5 | there were a lot of like star stock pickers, |
... |
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