ARKs and Ark Funds

[fenders53]

I'm not sure I see much evidence the funds are run with much emphasis on Macro factors. Most of her funds are way too large to be run efficiently, even if some of her thesis turns out to be correct years down the road. You can't buy and hold when purchases and redemptions swing wildly. You can't buy small caps when the fund is $15B or whatever it is currently. It's impossible to build a meaningful position. The fund should have been closed to new investors but they aren't giving up those management fees.

Even Peter Lynch knew to retire on top when Magellan got too large for his magic to work nearly as well.