Webinar: Look Beyond AI Winners and Uncover Tomorrow's Leaders

AI names have dominated global markets for over three years, pushing concentration to an all-time high—a trend likely to accelerate with the upcoming IPOs of SpaceX, Anthropic, and OpenAI.

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In this upcoming Q2 webinar, we will share how we are managing this narrowly-led market. Learn how we balance our exposure to structural AI winners with a diversified allocation focused on long-duration secular growth themes which are currently out of favour.

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Backed by a ~90% active share, we will highlight the attractively priced growth companies hidden beneath the market surface.

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