Portfolio Manager Focuses on Second-Order Winners in AI Sector
Thursday, 2 May 2024, 10:48
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
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