Artificial Intelligence (AI) and automation capabilities expand at a fast pace. They trigger massive investments to boost efficiency and productivity, with an addressable market growing several times faster than the global GDP. Pure players in AI’s various sub-fields – semiconductors, data, software applications, robotics – have an opportunity to grow aggressively their revenues and, more importantly, their earnings over the next several years.
The strategy’s investment objective is to achieve long-term capital appreciation by allocating investments to such companies depending on their growth rate and quality.