Portfolio Manager Focuses on Second-Order Winners in AI Sector

Thursday, 2 May 2024, 10:48

The MainStay Winslow Large Cap Growth fund, led by highly ranked co-portfolio manager Justin Kelly, has thrived with investments in Big Tech. Kelly is now targeting second-order winners in the AI sector for future growth opportunities. Discover the promising investment ideas beyond the Mag 7 giants.
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Portfolio Manager Focuses on Second-Order Winners in AI Sector

Exploring New Growth Opportunities in AI Sector

The MainStay Winslow Large Cap Growth fund, managed by Justin Kelly, has seen significant success with its focus on Big Tech investments. Now, Kelly is shifting attention towards uncovering potential second-order winners in the AI sector.

  • Key Takeaways:
  • Investment strategy evolving beyond Big Tech
  • Search for promising investments in AI beyond Mag 7 giants
  • Co-portfolio manager Justin Kelly leading the search for new growth opportunities

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.


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