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AI Value Chain SMAs

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Investment Strategy

Our AI Investment Strategy delivers a separately managed account primarily investing in equity securities of companies developing, adopting, or utilizing artificial intelligence technologies. We target promising mid-cap enterprises across the AI ecosystem—spanning hardware, software, infrastructure, and robotics—in sectors including Life Sciences, FinTech, Cybersecurity. Through fundamental research, we identify undervalued opportunities with strong R&D, cash flow, and intellectual property positions to seek long-term capital appreciation in operationally sound businesses with proven competitive advantages.

Highlights

Asset Class

Global Equities

Benchmark

S&P 500 Index 

​Driver of Expected Return:

Stock Selection

Management

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To learn more about our services or to schedule a consultation with one of our financial advisors. You can reach us by email or through our website. We look forward to hearing from you and helping you achieve your financial objectives.

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I.W.G. International Wealth Group Ltd (IWG) is authorized and regulated by the Cyprus Securities and   Exchange Commission, License no. 380/19, as a Cypriot Investment Firm. 

The value of any investment may go up or down in value, information on past performance does not guarantee future performance, the use of historical data does not constitute a binding or safe forecast as to future performance.

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