Disruptive investments refer to investing in innovative companies that have the potential to significantly impact or transform industries. Investment management firm ARK Invest focuses exclusively on seeking out disruptive innovations and the companies enabling and benefiting from them. In their annual Big Ideas report, ARK aims to highlight technological breakthroughs and research conclusions that can lead to compelling investment opportunities. They look across sectors, industries and markets to find leaders in areas like deep learning, bitcoin, electric vehicles, autonomous transportation, genomics and more. ARK believes focusing on disruptive innovation is key as traditional managers often miss the long-term growth potential in favor of short-term metrics. Their research process allows them to gain a deeper understanding of convergence across breakthrough technologies to identify areas of outsized growth.
ARK 关注被颠覆性创新的公司
方舟投资专门寻找那些颠覆行业规则,具有巨大成长潜力的公司。他们关注技术创新的“领导者、推动者和受益者”,这类公司往往被传统投资人误解或忽视。方舟每年发布的“大思想”报告,总结新技术突破及投资机会。例如,他们预计自动驾驶、电动车、基因测序等领域中创新公司的快速发展。
借助技术融合识别增长潜力
方舟投资通过研究全球范围内的公司,识别技术创新的趋同点。他们分析不同技术之间的关联以及产业链效应。例如,深度学习的进步如何促进自动驾驶、医疗诊断等其他应用。这种宏观视角帮助找出最具增长潜力的领域。
长期主义思维
方舟投资的理念是短期业绩波动不能代表公司长期价值。许多创新公司在早期阶段重视技术创新而非盈利。方舟以5-10年的长期主义视角分析公司,而不是简单看一个季度的财报。这种前瞻性思维有助于识别被低估的成长型公司。
ARK通过研究技术趋同以及行业变革,主动找出被市场误解的高成长潜力公司。这些颠覆性投资为他们的基金带来了出色的长期回报。