Big Ideas 2022

Change appears to happen slowly and then all at once. Over time, innovation could displace industry incumbents, increase efficiencies, and gain majority market share. With the right understanding of disruptive innovation and a long-term time horizon, investors can capture exponential growth opportunities which we believe deserve a strategic allocation in their portfolios. For this reason, ARK focuses on opportunities likely to scale as technologies converge, transforming entire industries and potentially creating the new world order. ​

When has investing not been about the future? To enlighten investors on the impact of breakthrough technologies we began publishing Big Ideas in 2017. This annual research report seeks to highlight our most provocative research conclusions for the year.