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the nasdaq composite index fell four and a half percent in the first five trading days of 2022 mostly due to concerns about rising interest rates or in layman's terms a strong american economy especially in light of the approaching new rules hedge funds have been diversifying their dependence on the u.s economy kathy wood's flagship fund arc innovation was also caught up in the midst of the tax sell-off this week and some experts believe the companies driving her ideas are poised for a strong rally why she believes china has enormous potential for electric vehicles why didn't she take advantage of the current stock market boom in conventional automobile manufacturers keep watching till the very end to find out the answer to these questions welcome back to new vehicle media your go-to channel for ev stock quick reminder that subscribing is free and liking the video helps youtube suggest similar content comments are loved and featured in upcoming videos when compared to its competitors the asset management business arc invest has a more aggressive approach for kathy wood the focus is on disruptive technology and she takes a conceptual investment strategy in this domain six exchange-traded funds are actively managed by the business each of which has a different specialty one thing that all six of these individuals have in common is that wood and her staff are transparent about the facts of their purchasing and selling decisions even though many investors are pleased to purchase apple amazon and microsoft kathy wood is seeking for the next great innovators in zippy industries like robotics finance and space exploration investments in this category are high flying high risk and high reward in nature and it's gonna take her fans on a roller coaster journey in 2022 wood talks from her own personal knowledge and understanding she's neither a millennial nor a member of generation z for whom the 2000 tech crash is only a horror narrative told by older traders having lived through the last big tech meltdown as well as the notorious black monday of 1987 the billionaire is an expert on the subject she continues to be an outspoken supporter of electric vehicle manufacturers since she believes they represent the inevitable future of the automotive industry that is why woods is okay with electric vehicle firms selling additional shares in order to raise money to finance future technologies such as autonomous tech investors may be apprehensive of this technique due to the fact that additional shares may devalue current investors investments but she believes this is a short-sighted argument in the ev space wood has favored tesla due to its first mover advantage which has given them an edge of three to four years over their competitors when she and her team are looking for the greatest locations to invest their money one thing the billionaire investor is renowned for is purchasing and selling portions of her stock investments that is what we're seeing in the new year the billionaire has trimmed her stake in tesla by about some margins but the fund also did purchase another ev stock in 2022 in light of the company's continued sales growth and its stock becoming a better value investors should not be shocked if she decides to change her strategy once again wood believes in tesla and has set a price objective of three thousand dollars for the electric car company's shares for 2025.
for 2022 kathy wood does seem to be focused on growth stocks the first week of the year saw her make investments in high growth companies while divesting in an electric vehicle manufacturer tesla document citing platform docusign and social media giant twitter most notably starting september 2021 wood has sold a substantial investment in tesla with shares worth 140 million dollars sold in the second week of 2022.
is this a sign that evie is no longer a growth stock that may not be the case since although she has sold some of her eevee investments she has also increased her ev investment portfolio by investing in other ev manufacturers wood's arc fund increased its position in the chinese electric car manufacturer x-pung after the stock price fell making it the first ev purchase for arc funds in 2022 arc located in florida has also lately increased its holdings in x-pung just last week or more precisely the second week of 2022 ark invest purchased an additional 14 859 shares valued at 633 439 dollars that purchase marked the money management firm's first purchase of any electric car stock in 2022.
this is a follow-up to a massive investment made in mid-december of 2021. as a result of their continued purchases of chinese ev shares arc invest currently owns around 30 million dollars in x-pub wood has been complementing china's deployment of electric vehicles in recent years china has risen to become the global leader in the adoption of electric vehicles it turns out that the year 2021 was no exception as reported by wall street china's automobile industry reversed a three-year downward trend last year thanks largely to high sales of electric cars in her monthly market analysis wood noted that china is a leading indication for evs and that the used vehicle sector is where she expects losses following a jump in prices further down the line on social media wood said that china is leading a sign of shift in consumer preference for evs in response to an earlier tweet from arc investment analyst sam koris who stated that gas powered vehicle sales were down around four percent those for electric vehicles on the other hand increased by almost 145 percent the tweet from woods said that gas-powered automobile sales are expected to suffer in the united states particularly given that used car inventories as assessed by mannheim are around 40 percent over typical at wholesale and resale furthermore wood said that she would not be shocked to see a massacre in the used vehicle market with values plummeting in the following year and continuing into 2023 as prices that have risen as a result of supply chain bottlenecks and a spike in demand begin to decline again despite the fact that conventional automakers such as ford and general motors have seen a spike in their stock prices after the release of their electric vehicle lineups kathy wood does not believe in the recent stock price increase of traditional automakers compared to tesla's three percent loss ford and gm are up 18 and 6 respectively year to date greatly exceeding the 3 percent loss seen by tesla the pattern from last year has continued with ford gaining 137 in value compared to tesla's gain of 50 the previous year still wood was not interested in investing in the traditional automaker the following clips show why wood was not interested in ford or gm stock and we hope analysts start asking about it now i look at the i look at the performance of stocks like gm and ford they soared on those electric vehicle announcements think about that that's ridiculous it's only two percent of their sales and what if the other 98 or so forth are on their way out as the consumer preference shifts toward electric they have problems they have problems because their gross margins depending on the company are somewhere between 10 and 20 percent those are very low therefore firms who have outperformed electric vehicle makers would expect to report losses which may explain why wood was not interested in them and instead chose china as the location of their future profits chinese success in car electrification on the other hand is largely a result of favorable government policies both at the national and regional levels that have supported both electric vehicle production and sales because of the government's backing the cost of electric cars has been lowered down to the same level as that of internal combustion engines putting china on the road to widespread use of the technology however as the local electric car industry continues to grow in size and maturity the government has begun to phase off incentives for new energy vehicles according to the most recent developments the government might totally phase off electric vehicle incentives by the end of 2022 even though kathy's investment plan took into account these factors how they would influence them in the future is still unknown especially because 2021 was a difficult year for arc funds regarding government subsidies michael heider said that china assisted its top three companies and allowed them to prosper in the process according to michael chyna did the right thing but the united states is backing the old manufacturer rather than the best that should wrap things up for today keep in mind that subscribing is still free and liking helps youtube recognize your preferences thanks for taking the time to watch and i look forward to seeing you in the next one you
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