On Bloomberg Technology, Portfolio Manager Brian Kersmanc shared how GQG is positioned in tech going into 2025, noting that he sees opportunities within the software industry for companies leveraging generative AI to match advertisements to end users.
“That’s an area where we’re seeing real returns at this point in time, so that’s more of where our focus has been on a year-to-date basis and where we’re positioned in the portfolio at the moment,” said Kersmanc.
Views and opinions are expressed as of 9 December 2024.
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