ARK Invest's chief futurist lists five groups that should give tech investors an edge.
According to Brett Winton, robotics, artificial intelligence, multi-omics sequencing, public blockchain and energy storage are key areas as they are all coming to market at the same time.
“We believe this is a unique time in the history of the tech economy,” he told CNBC’s “ETF Edge” this week.
Winton works with ARK Invest CEO Cathie Wood to run the ARK Venture Fund (ARKVX), which allows investors to buy into the private technology space.
According to the company's website, the fund's goal is to make venture capital offerings for innovative areas of the market available to individual investors. As of April 10, the fund's top holdings include Epic Games, known for the online video game Fortnite, as well as biotech companies Freenome and Relation Therapeutics.
“Our focus is to ensure we invest in innovation and support management teams for the long term,” said Winton.
He claims it is a strategy that is often not prioritized.
“It's a real challenge, a lot of public market investors don't have that long-term perspective,” Winton added.
The ARK Venture Fund is down more than 7% so far this year. However, it is up almost 39% in the last 52 weeks.