Odd Lots ARK's Head of Research on How They Find the Next Huge Winner
Feb 11, 2021
Brett Winton, Director of Research at ARK Invest and a longtime collaborator with Cathie Wood, delves into the nuances of disruptive investing. He critiques traditional stock picking and champions a blend of technology and financial expertise to identify market winners. The conversation covers Tesla's ambitious plans in electric vehicles and the potential of gaming and virtual reality. Winton also sheds light on the challenges of SPACs and emphasizes the importance of innovative analytical methods in redefining value investing.
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Disruptive Tech Focus
- ARK Invest focuses on disruptive technologies, not stock picking.
- They exploit inefficiencies in traditional fund management by focusing on long-term tech trends.
Technology over Sector
- Traditional analysts focus on sectors, missing cross-sector tech.
- ARK analysts specialize by technology, gaining an edge in identifying opportunities.
Open Research Advantage
- Traditional finance overlooks tech's platform nature and future innovations.
- ARK embraces open research, using feedback to refine models and identify new applications.