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AI Value Chain SMAs
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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