Investment Focus
Artificial Intelligence
Autonomous Vehicles
Fintech
DNA Sequencing
Robotics
3D Printing
Overview
- Type: Active Equity
- Typical # of Holdings: 11
- Inception: July 2020
- Portfolio Manager: Thorian Chen
- Analysts: Collective Team
Strategy Description
LIFG’s strategy aims for long-term capital growth by actively managing a concentrated portfolio of public equity securities of companies that are relevant to the theme of disruptive innovation. Holdings include what LIFG believes are the leaders, enablers, and beneficiaries of disruptive technologies, however, LIFG’s view might prove to be incorrect, and the holdings LIFG selects might be more volatile and not prove to be successful. The strategy is benchmLIFG agnostic. It invests in companies across multiple sectors and geographies. Portfolios will include issuers across all market capitalizations with low overlap to traditional broad market indices.
Availability
| Strategy | Managed Account |
| LIFG 10 |
LIFG 10 Strategy By Dynasty Financial Partners is offered via an RIA at Dynasty Wealth Management. Dynasty Wealth Management is an authorized distributor for ARK.
Strategy Characteristics
Actively managed:
high-conviction portfolio of public equity securities of companies that are relevant to the theme of disruptive innovation.
Cross sector, geographies, and Exposure to Innovation:
Aims for thematic multi-cap exposure to innovation across sectors. LIFG believes the securities held in this strategy present high potential risk-reward opportunities from LIFG’s innovation-based themes.
Growth Potential:
Aims to capture long-term growth with low correlation of relative returns to traditional growth strategies and negative correlation to value strategies. However, seeking growth or higher returns can mean investing in companies that are riskier, younger, less proven and more volatile.
Grounded in Research:
Combines top-down and bottom-up research in its portfolio management to identify what LIFG believes are innovative companies and convergence across markets.