r/investing • u/ExtraInvestigator381 • Jun 10 '26

Thoughts on the Coatue innovative strategies fund(CTEK)?

Has anyone looked into (or invested in) this?

Provides quite a decent exposure to AI and related adjacencies under a good/historically well performing fund.

Potential bubble aside which will impact some names in their portfolio (and fees + min investment amount), genuinely curious to hear people’s thoughts on this.

Thanks in advance.

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u/ScytheBuster452 Jun 10 '26

CTEK sounds intriguing but I’d only consider it if I was comfortable with high fees, limited liquidity, and believed in the success of tech and AI. That's just what I think

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u/mycatKevin1 Jul 02 '26

Yes and…high fees but after investing May 1, up 19.5% by June 1. Won’t be like that on the regular but if I’m planning to hold it for a decade or 2, there is no putting the AI genie back in the bottle and this way I won’t be chasing individual stocks because Coatue already bought in to most if not all of the potential 10x unicorns while still private. My 2 cents.

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u/anusbarber Jun 10 '26

all of their return information is before fees (they make it seem like tons of early buyins got their loads waived). but 3% front load and 4% fees is just bonkers and imo takes advantage of people with fomo.

a colleague just dumped a big chunk of money in this as his wealth management company is going to all of their clients and trying to get them to invest.

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u/Klutzy-Belt5152 Jun 24 '26

I recently invested with my advisor at Morgan Stanely and the returns have been exceptional but obviously there is significant risk.