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what's up youtube and welcome back to another video from the we are investing channel a channel that's dedicated in investing and personal finance now on today's video we are going to discuss whether or not kathy wood of arc invest is being fired now i'm going to let you know that she is not being fired but there is huge i'm talking about huge changes happening with arkan vest that impact kathy wood and the entire company so if you've been following arc invest if you're interested in their etfs or if you're interested in the individual stocks that they include in their etfs or you just want to know what the heck is going on right now then this is the video for you and this is really juicy information it's very important information and i definitely think you guys are going to enjoy this video so before we proceed into the video please consider hitting that subscribe button ringing that bell and smashing smash smash smash that like button goes a long way in helping the channel grow and i really do appreciate it i really really do and also i must say that i am not a professional advisor i'm not telling you what to do in the stock market and this video is for entertainment purposes only all right so the format of this video is going to be broken down into three categories the first topic is going to be about kathy wood who is she and why is she important and why are we talking about her right now the second topic we're going to be talking about what's happening with arkhanvest and what's the deal with this hostile takeover that could potentially happen and then the last topic we'll just wrap everything together and what this means moving forward to us investors and should we be worried all right so let's start with topic number one who is cathy wood now katherine wood her full name is the ceo and chief investment officer for arc invest which runs three of the highest returning etfs in the market now the thing with arc invest is they focus on innovation and growth and those two sectors together have provided great returns for the company and if you held their etfs you are performing really well in the stock market right now now one of the top performers for arc invest is tesla stock they are extremely bullish on tesla and since tesla has had a great a tremendous year so has arc invest and kathy wood really got a lot of spotlight for her bullish statements her bullish stance on tesla she has been on multiple news channels talking about tesla stock and how she thinks tesla can hit 15 000 a share by 2024 now mind you this is before tesla did their stock split but fifteen thousand dollars a share is still really really high and because of the popularity of kathy wood and arc invest so many youtubers are covering their stocks covering their etfs when arc invest makes a big move for one given stock then there are youtubers that cover that stock and talk about why arkhamvest is buying so many shares of a given stock so arkhamvest and kathy wood are really really popular now kathy wood has made it on the forbes top list for america's richest self-made woman she has over 50 stake in arkhamvest she is the majority stakeholder she owns more than anyone else and she owns over 50 so what she says goes now the last thing that i want to talk about is the age of kathy wood she is 64 years old so she's not young she's not old but she is kind of in the later stages of her career so if she was to open up another firm i don't know if she's gonna do that because of her eight alright so that wraps it up you should now know who kathy wood is the next topic is what the heck is happening with arkhamvest and a potential hostile take over now on october 22nd arc invest sent out a request for proposal an rfp to process to explore the potential replacement of resolute investment distributors and corporate and affiliate of arks minority partner resolute investment managers incorporated as a distributor of its u.s retail and institutional products and services now it is this rfp that put everything into motion and why we're talking about what we're going to be talking about in this video now resolute investment managers is an affiliate of arc invest and other investment firms now resolute is partnered with a bunch of investment firms and because of that partnerships and those affiliations resolute had 75.1 billion dollars in assets under management as of september 30th of 2019 and i'm sure that that number is even more today however since that rfp it looks like resolute the minority stakeholder wants to take control of arc and kathy wood is pushing back now in an october 29th sec filing arc reported that as part of the 2016 agreement resolute has an option to purchase a controlling voting and equity interest in ark that is exercisable in 2021 and said resolute notified the firm on the same date that it intends to exercise that option now this is huge guys resolute has until 2021 to decide whether or not they want to increase their stake in ark invest and they have the option to increase that stake to they are a majority stakeholder that means that kathy wood would no longer have control of ark invest now in this article as well it is stated that a minority deal is only a minority deal if these sorts of stipulations and conditions are not attached to it when you deal where someone takes a stake with the option to buy more you're selling a strategic stake to someone who ultimately can control the business and that is what's happening here with resolute and arc invest because resolute has that option they are now able to take a majority stake in arc invest this option like i said before expires in 2021 and arc invest is way bigger than they were in 2016.
so it makes sense why resolute might want a majority stake in arc invest now whereas in 2016 they were not interested but they have this option and it makes ton of sense for them to increase their stake in a very successful business and it makes complete sense why kathy wood is not happy with this news because then she is losing control of arc invest and that is why she is on record saying that she is disappointed that resolute investment managers incorporated and his private equity owner kelso and company have chosen to issue this unwelcome notice that they intend to seize control of our business so there you have it kathy wood is not being fired but she may no longer control arc invest and that is huge news and that is actually quite scary news if you like arkhamvest and you're comfortable with the way they are doing business right now because that could all potentially change in the future now nothing is official yet resolute has not taken control of arkhamvest so we don't know what's going to happen here at the end of the day we just know that there is a huge cloud right now of uncertainty we do not know what's going to happen and it appears that resolute has the option to become the majority stakeholder in ark invest now whether or not they follow through with that action i cannot say however in my personal opinion i think it makes a ton of sense business-wise for resolute to become a majority stakeholder in arkhamvest now because arc invest is such a bigger company than it was in 2016 and it appears that this option to increase their voting share and equity stake in arkhamvest is set to expire in 2021 i don't know if that is at the beginning of 2021 or at the end of 2021 however it is approaching and resolute is going to have to make a decision pretty quickly whether they want to increase stake in arc invest and like i said before i think it makes sense for them because arkhamvest is such a great company right now now that brings us to our last and final topic should we be worried and the answer to that question is kinda we should keep a close eye on this and if resolute actually does become a majority stakeholder that does not mean that we should run to the hills all it means is that you should keep a close eye on arkhanvest make sure that they continue to do the things that they've done to get them to where they are at today also keep a close eye on kathy wood and what her next movement might be does she get so frustrated with this that she ends up leaving arkhamvest and doing her own thing i do not know does she stay with arkhanvest and continue to do what she's doing today i do not know but it is very important to keep a close eye on it because this is your money and things can change and you could lose money from not paying attention so keep a close eye on it 100 now with all that being said that wraps it up for this video i thank you so much for sticking around to the end if you enjoyed this video and the content that i am providing please consider hitting that subscribe button ringing that bell and smashing that like button also check out the links in the video description there are a ton of resources that can help you be a better investor we got a facebook group a discord server where we chat stocks on the daily and the patreon page where i notify you live when i make any trades or investments in the stock market and it's the best way to show your love for this channel but other than that my friends it's been real it's been fun it's been real fun and this is we are investing and together we are invincible see ya you
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