AI winners: Focus on platform players

AI’s disruptive forces and Nvidia’s market impact are explained by Loomis Sayles’ Growth Equity PM Aziz Hamzaogullari.

While AI is a major focus of investors today, especially after Nvidia earnings beat market expectations, Aziz Hamzaogullari, Founder & CIO, Growth Equity Strategies, Loomis, Sayles & Co., cautions that it is critical to be very selective in the AI space. View video for his perspectives on:
  • Buying Nvidia when it was one of the worst performing stocks in the S&P 500®
  • Why people will underestimate the impact of AI and overestimate the number of winners in AI
  • What the past major disruptions, such as the internet and mobile, have taught investors about market winners and losers
  • How AI is impacting every company in a major way, but only a few companies will dominate in this space
  • Where the research and development spending of the top 1,000 companies in the US is going and why it matters to growth equity investors
This material is for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. The views and opinions expressed may change based on market and other conditions. They are subject to change at any time based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Past performance is no guarantee of future results.

Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.