This growth fund looks far beyond the Mag 7 to profit from AI
This is an anti-mag 7. It's a mutual fund. So, it's anti-mag 7 fund.I want to talk to you about this because one of the issues with the markets a lot of people point out is the concentration particularly the concentration of Nvidia which is about 8 and a half of the S&P. But I'm I'm looking at your fund. You got Broadcom at about eight and a half of your fund.It's al they're both cyclical names tied to the AI trade. What's the big difference between having Nvidia at about eight and a half and having Broadco ...