Beyond the Software Sell-Off: Investing in AI Infrastructure

As AI disruption fears continue, the software sector has been hit particularly hard, with many major names sharply down year to date. As we anticipate the potential for AI-driven market turbulence to continue throughout 2026, our strategies focus more towards areas that support the technology boom, rather than the end-product companies most exposed to competitive disruption.

By focusing on wider AI infrastructure demand, our investment strategies are intentionally designed towards opportunities that we believe offer more stable returns in an increasingly uncertain macro environment. Hear more from Jeff about this during his most recent NYSE interview.

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