Introduction to Thematic Investing in Disruptive Innovation

Thematic investing seeks investable ideas to capture opportunities from long-term trends or secular shifts that cut across economic sectors and geographic boundaries. It recognizes that the world is changing rapidly and incorporates a deep understanding of the underlying drivers of long-term value creation and risk.

"INVESTORS HAVE DEPLOYED THEMATIC STRATEGIES FOR YEARS; THEY APPRECIATE THE WAY THESE ALLOW THEM TO MANAGE RISK AND ENSURE THAT THEIR CAPITAL IS DEPLOYED AGAINST THE OPPORTUNITIES THAT BEST REFLECT THEIR INVESTMENT CONVICTIONS.”   - McKinsey on Investing

 

DOWNLOAD ARK's COMPREHENSIVE OVERVIEW ON THEMATIC INVESTING IN DISRUPTIVE INNOVATION.