Cathie Wood s ARK Innovation Fund, which more than doubled during the pandemic rally, is on pace to finish near the very bottom of all U.S. mutual funds in 2022 after surging inflation and higher.
By David Randall NEW YORK (Reuters) - Cathie Wood's ARK Innovation Fund, which more than doubled during the pandemic rally, is on pace to finish near .
A couple of years ago, I was giving an investment presentation at the Radisson Blu Resort, on the Mediterranean island of Malta. Afterward, the company’s manager invited my wife and me to dinner. I sat beside a wealthy British man who made his fortune in real estate.
“I was fascinated by your presentation on index funds,” he said.
But they can often contradict one another that s what drives buying and selling, after all.
So which ones are the best to follow? Some crucial elements for buying into an investment thesis can include: the credibility of the expert with the idea; the fundamentals behind an idea; and consensus around an idea.
We tried to combine these three elements for this story. At Insider, we regularly interview some of the market s top-performing investors and ask them about their best investing ideas. Much of the time, they offer different perspectives and stock picks. But sometimes their thinking overlaps.
Below we ve compiled the four stocks that multiple growth fund managers who rank in at least the top 5% of their peers over the past 1-, 3-, 5-, and/or 10-year periods like for the long-term.