Did you know that one of Colorado Wealth Group's core investment philosophies is to maximize not only growth and prosperity for our client's wealth, but to do so sustainably with the largest possible impact? Did you also know that many of the strategies in our investment models contain separate accounts managed by women? In honor of Women's History Month, we would like to highlight a few of those trailblazing female managers as they were recently featured in a Forbes article in December 2020.
Karina Funk, CFA®, is the co-portfolio manager of the Brown Advisory Sustainable Growth Strategy, and the Chair of Sustainable Investing at Brown Advisory. Her sustainable stock-only portfolio can be seen in nearly all of our Alpha Growth and Alpha Growth & Income portfolios at CWG. In the last 5 years, her portfolio has averaged 22% per year, doing so with a slightly defensive approach and always leaning toward the most sustainable companies on the planet.
Catherine "Cathie" Wood is the founder, CEO, and CIO of ARK Investment Management LLC (Ark Invest), an investment management firm with the most explosive growth of any single firm in 2020. Her ETFs can be seen in many of our custom, taxable Alpha investment accounts due to the focus and attention to innovative growth. Her Ark Innovation ETF, or ARKK, has averaged a whopping 46% return per year in the last 5 years.
These women are truly trailblazers and we could not be more proud to have their expertise and ingenuity influence us as investment advisors to make a bigger collective impact on your financial wellbeing and the world as a whole.
We hope you enjoy this article as much as we did!
"How These Women Investors Crushed it in 2020"
Gara, Antoine. “How These Women Investors Crushed It In 2020.” Forbes Daily Cover
Story, Forbes , 21 Dec. 2020,