Cathie Wood

Jennison Associates aims to generate superior long-term investment outperformance. The firm manages portfolios based on internal fundamental research, bottom-up security selection and a highly interactive investment process.

CR&M maintains an investment philosophy that is distinguished by four key beliefs: fundamental research underlies all investment decisions; investment decisions should not be made lightly; a long-term approach; and the firm uses a system of multiple portfolio managers in managing most account and fund assets. The firm’s investment decisions are subject to a funds or account’s objectives, policies and restrictions and the oversight of the appropriate investment-related committees of the firm and their investment divisions. They typically build portfolios for funds and accounts from the bottom-up using rigorous fundamental research to find attractive investments and manage risks.

Tupelo is a mid/large-cap growth investor that hedges with options and occasionally uses leverage. Investing globally across all sectors, the firm maintains a medium turnover rate.

Operates as a real estate investment trust

ARK focuses solely on offering investment solutions to capture disruptive innovation in the public equity markets. The firm employs an open research approach that adds technology concepts and external inputs to traditional financial research, creating a more transparent and interdisciplinary investment process. Their active management focuses on the long-term effect of disruptive technologies. ARK aims to identify innovation early, capitalize on the opportunities, and provide long-term value to investors by combining top-down and bottom-up research.

Functions as a real estate investment trust which rents multifamily properties

AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies.

Functions as a College/University

Develops a cloud platform for micro services