Summary

• Artificial intelligence is catalyzing one of the most ambitious investment cycles in modern technology history.
• Generative AI tools such as ChatGPT, Copilot and Claude are proliferating in software development, but we see the promise still being ahead of reality.
• We are modestly tilted toward companies with resilient fundamentals: more stable margin profiles, strong cash generation, lower earnings variability, and reasonable valuations.

The Evolution of Growth Equity Investing

Artificial intelligence is catalyzing one of the most ambitious investment cycles in modern technology history. While the long‑term implications for productivity and innovation are significant, the nearer‑term questions for equity investors

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