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2021-06-09

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Ark Invest’s Cathie Wood: ‘The rotation back to growth is probably close at hand’

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This a real value market, a real vote on the cycle,” she said. “The cycle may come into question if we’re right about how consumption is going to shift.”Wood said consumer spending is going to make a major move to the services sector after dominating in the goods sector during the coronavirus pandemic. This should spur a decline in commodity prices and cyclical stocks, setting the stage for outperformance in innovation names.Shares of Ark’s flagship fund —Ark Innovation— are down nearly 10% this year to around $112 per share amid a sharp rotation into value stocks in 2021. The ETF is about 29% off its high in February as worries about how the Federal Reserve might react to inflation push investors away from innovation names.Despite the weakness in her funds’ top holdings, Wood has been buying her highest conviction names, some that are at a significant discount to their levels earlier in the year.“We have capitalized on this volatility by selling names that have held up better than others and moving into names ... those that we have a high degree of conviction and those that are more opportunistic,” she said.In June, Wood has purchased in her various funds shares ofNetflix,Etsy, Google-parentAlphabet,Zoom Video,Crispr TherapeuticsandDocuSign. Wood is even doubling down on her top holdingTesla, which has fallen about 33% from its 52-week high.Wood alsopurchased millions of shares in Coinbase Globalas the world’s largest crypto exchange tanked alongside the price ofbitcoinlast month. Coinbase is now Ark Innovation’s ninth-largest holding.Wood now expects a 25% annual rate of return in her top holdings over the next five years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/180577073"}