Group 1 - Contrarius Global Equity Fund achieved a return of 30.9% in the September quarter, significantly outperforming the benchmark MSCI World Index which returned 7.3% and the Average Global Equity Fund at 5.5% [1] - The fund's investment strategy is independent of benchmark considerations, leading to portfolios that typically deviate from the benchmark World Index [1] - The fund highlighted Beam Therapeutics Inc. (NASDAQ:BEAM) as a key investment, noting its significant scientific breakthroughs in precision genetic medicines [2][3] Group 2 - Beam Therapeutics Inc. (NASDAQ:BEAM) experienced a one-month return of 19.13% and a 12.26% increase in share value over the last 52 weeks, with a closing stock price of $27.84 and a market capitalization of $2.83 billion as of December 29, 2025 [2] - Despite its potential, Beam Therapeutics Inc. is not among the 30 most popular stocks among hedge funds, with 27 hedge fund portfolios holding the stock at the end of the third quarter, down from 31 in the previous quarter [4] - The analysis suggests that certain AI stocks may offer greater upside potential and carry less downside risk compared to Beam Therapeutics Inc. [4]

Core Insights - Metagenomi is leveraging artificial intelligence chips from Amazon's cloud computing division to enhance its gene-editing technology development [1] Company Summary - Metagenomi is a biotech firm focused on developing gene-editing technologies [1] - The company is utilizing advanced AI capabilities provided by Amazon to support its research and development efforts [1] Industry Summary - The integration of AI in biotech, particularly in gene editing, signifies a growing trend in the industry towards utilizing cloud computing resources for enhanced research capabilities [1]