The market’s most disruptive innovations

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how Amazon got to this point, and which companies have the potential to be true leaders of today’s main ‘innovation platforms’.  

Key points:

• Core to Amazon’s success from the start was the reinvestment of earnings back into the business. So look for businesses today that are following the same strategy.
• The five ‘innovation platforms’ are Genomic sequencing, robotics/automation, energy storage, next generation internet, and blockchain technology.
• Don’t be deterred by high valuations if they are elevated due to capital being aggressively directed back into the business. 

Further insights 

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ARK Investment Management is a Nikko Asset Management strategic partner. This material is issued in Australia by Nikko AM Limited ABN 99 003 376 252, AFSL 237563.