저자: Julie · 외국인
요약 보기
ARK Invest 경영권 분쟁은 원만히 해결되어 캐시 우드가 통제권을 유지할 것으로 보인다. 경영권 분쟁 배경: 2016년 Resolute가 ARK 소수지분을 취득하며 2021년 전에 과반 지분을 살 수 있는 옵션을 포함했고, 2020년 11월 보도로 캐시 우드의 경영권 상실 우려가 커졌다. 최근 상황: Bloomberg 보도에 따르면 분쟁은 우호적 해결 방향으로 가고 있으며 우드가 통제권을 유지하는 쪽으로 협상 중이다. 운용 규모와 수익: ARK의 운용자산은 약 500억 달러이며 ETF 7개에 305억 달러가 있고, ETF 수수료 매출은 연 최소 2억 2500만 달러로 언급됐다. 주요 ETF 수익률(2020년 YTD): ARKK 152%, ARKQ 93%, ARKW 156%, ARKF 105%, ARKG 180%. 투자 테마와 종목: 혁신 기술 중심이며 상위 보유 종목은 테슬라, Roku, CRISPR, Square 등. 테슬라는 여전히 주요 보유 종목이다. 소셜미디어 전략: 트위터 활용이 경쟁우위라고 설명됨. 향후 전망: 캐시 우드는 향후 5년간 연 최소 20% 수익을 예상했고, 진행자는 이를 충분히 가능하다고 평가했다. 유전체 분야가 가장 큰 상방 서프라이즈가 될 것이라는 주장이 나왔다. 리스크: 경영권 분쟁이 완전히 해소되지 않았다는 불확실성이 존재한다.
다듬은 글
hey guys it is julie here with jt wealth in today's video we are going to be discussing kathy woods and her control over arkan vest plus take a look at how her etfs are performing so let's get into it all right guys welcome back and thank you so much for being here like i said today we are talking about kathy wood and gonna give you an update on the battle for control over her company arc invest with resolute management we're also going to take a look at how her etfs have been performing and what type of performance kathy woods expects for the future just before we get into all of that this is just your friendly reminder that if you enjoy today's video make sure you give us a big thumbs up and leave your thoughts in the comments down below also if you enjoy free stocks make sure to check out some of the links in our description right now and until the end of december weevil is giving away four free stocks just for opening up a new investment account and making an initial deposit of a hundred dollars so make sure to check them out okay now we are going to start off with the topic that i know everybody is the most curious about and that is the issue of control of arc invest between kathy wood and resolute management now this was first in the news back on november 18th where we heard that kathy wood might lose control of arc which is the company that she founded as a recent regulatory filing suggested that resolute investment managers who is arc funds u.s distributor plans to take control of the company early next year what had led to this is that when resolute acquired a minority stake in arc back in 2016 the deal also included an option that allowed resolute to purchase a controlling stake if it wants before the option expires in 2021 and it was said that kathy wood was fighting the takeover in a statement she said that she was disappointed about their unwelcome notice of their intention to seize control of the business the remarkable success of their team is rooted firmly in a culture of transparency collaboration and employee ownership said kathy we do not believe that equity ownership by a party tendential to our business is in the best interest of ark's stakeholders so we were all left feeling pretty uneasy at the fact that the founder and visionary of arkhanvest might be getting pushed out of her own company but now we have finally come across something that gives us a bit of an insight as to where the situation stands today that update came in a bloomberg article from today where it discusses how about a month ago kathy seemed helpless to stop resolute in the private equity firm behind it kelso and company from acquiring a majority stake in arc now their dispute is headed toward an amicable resolution that leaves wood in control so we can breathe easy there the biggest part of that statement is that it leaves wood in control and this was one of the things that people were most concerned over in regards to the situation with resolute kathy stated that that has quieted down and we are in negotiations we want it to be fair and square with our partner and i think things will work out and this is right along the tracks of what we were hoping to see as it didn't make sense that resolute would want to push a hostile takeover if it meant that kathy wood would be leaving because what would arkhamvest be without kathy despite this period of uncertainty this did not stop kathy wood and her team from growing arc invest and providing some pretty fantastic returns they are now up to 50 billion dollars under management and kathy says that our business is very profitable in addition to the 30.5 billion of assets in their seven etfs arc manages accounts for retail and institutional clients as well as funds in non-us markets its etf revenue alone adds up to at least 225 million dollars a year and as far as returns go most notable is their arc innovation etf trading under the ticker arc k this has presented a 152 returns so far in the year 2020.
as you may know arc invest focuses on disruptive technologies and this fund combines the four different areas that arc targets including dna technologies or genomic revolutions industrial innovation in energy automation and manufacturing and industrial innovation the increased use of shared technology infrastructure and services in next generation internet and technologies that make financial services even more efficient in fintech innovation their top 10 holdings include tesla roku crispr therapeutics square invitate teledoc health zillow group proto labs shopify technology and pure storage inc most etfs passively track an index or a market but arc invest etfs are actively managed and they have five actively managed etfs in total including that arc k which umbrellas all of the four topics below it or else you can get more specific by going into each one individually and each of these four more specific etfs has also had some fantastic returns so far in 2020.
first we have arc q which is the arc autonomous technology and robotics etf this year they have seen a 93 return second is arc w which is arcs next generation internet etf which has seen 156 this year third is arc f which is the arc fintech innovation etf which has seen a nice 105 return and fourth and the highest return this year so far is the arc g which is the arc genomic revolution etf this fund has seen growth of 180 percent in the year 2020.
now unlike most traditional investment management companies kathy actually credits a lot of their success to social media with a strong presence on twitter they use the platform to post reports videos and podcasts stress test concepts and solicit feedback kathy says it has given us a competitive advantage because the compliance departments in other organizations will not let their portfolio managers or analysts talk about their research there's a virtuous cycle at work here and there's also a bit of a viral network effect taking place and of course kathy wood became very well known on social media as tesla's biggest bull as she had very generous price targets for the company and of course tesla has performed incredibly well since her initial predictions and she still has tesla as her top holding in many of her funds but collectively it's actually health-focused funds that comprise the biggest component of arc kathy said that tesla's still in the running but i would have to say that the biggest upside surprises are going to come from the genomic space that's because the convergence of dna sequencing artificial intelligence and gene therapies importantly crispr gene editing is going to cure disease as far as future performance for archan best etfs kathy is feeling confident and says that her investments will return at least 20 percent annually more than doubling over the next five years and given her track record so far i would say that this is incredibly possible so there we have some updates on kathy woods and arc invest very happy to say that it sounds like they are amicably working towards kathy staying in control and working something out between her and resolute management i always love hearing from you guys so make sure to leave your thoughts in the comments down below what do you feel about kathy woods and her arc invest etfs if you made it all the way to the end of today's video make sure you give us a big thumbs up and that you're subscribed to the channel as well thank you guys so much for watching i hope you have a wonderful day and cheers you
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