By
Borsgade
In this letter to shareholders, the team at Polen Capital shares their thoughts on AI. Despite all the hype, the Polen team has a constructive long-term outlook on AI’s transformative potential but advocates a patient, globally diversified, and active investment approach focused on quality companies, while being mindful of uncertainty and volatility along the way. The firm sees compelling AI opportunities emerging in industries and geographies beyond the current market leaders.
Here are the key points from the letter:
In addition, Polen has also recently published their investor presentation with their outlook for H2 2024 – see the video here.
We think the next leg of AI opportunities will broaden and include innovative companies beyond the tech sector. We also see opportunities outside the U.S.—particularly in Europe and Asia—where valuations appear more attractive.
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The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
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