In May 2022, ARK Investment Management appeared to set the stage for a portfolio management succession plan by publicly naming two current analysts, Sam Korus and Nicholas Grous, as associate portfolio managers. It is a surprising development at ARK, where 66-year-old Cathie Wood has been the firm’s sole portfolio manager of all its nine exchange-traded funds since their inceptions. The firm has so far relied upon director of research Brett Winton to stand in for her if needed.
Will ARKK outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARKK’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARKK management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ARKK’s parent organization’s priorities and whether they’re in line with investors’ interests.