Brendan Hartman: We think one of the most compelling aspects of the AI revolution is how it’s spreading from the cloud-based datacenters training LLMs to the physical world requiring a significant infrastructure buildout. bit.ly/41C1ZzR
PM Miles Lewis: “We think of our portfolio as a potentially potent combination of high quality companies that trade at very attractive multiples.” bit.ly/408c47r
PM Brendan Hartman: “In spite of the very uncertain near-term picture, our long-term outlook hasn’t changed—we’re very constructive on small-cap.” bit.ly/408c47r
Portfolio Managers Brendan Hartman and Miles Lewis join CEO and Co-CIO Chris Clark and Co-CIO and Portfolio Manager Francis Gannon to talk about how they’re investing in the current market. bit.ly/408c47r