Video Transcript
Josh Overholt
Research Analyst, U.S. Value Equity Team
I was recently at a conference in New York hosted by TD Cowen. It was a tech conference, but we’re in the midst of the AI hype cycle, and it really felt like an AI conference. And we spent a lot of time talking with companies. And I think what became clear was AI is, while an interesting technology, is still in that hype-cycle phase. And what that means is it creates opportunities for us to look at compelling investments in companies that have been impacted by the concern about the AI impact to their business. And that’s exciting because it gives us opportunity to get to know really good companies whose prices have been impacted by that hype.
CALLOUT: We’re looking for investments in companies that have been impacted by the concerns about AI’s business impact.
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