Speakers and topics
IVCT Global Rates UCITS Fund
Momentum for show, Valueplus for dough
The current stock market is increasingly complex, with crises aplenty and a narrowing cohort of momentum-driven winners. That momentum, both positive and negative, is distorting performance, capital allocation and valuations.
In this session, Alex Savvides, Lead Investment Manager of the Jupiter UK Dynamic Equity Fund, will explore the team's philosophy of 'Value Creation through Business Transformation' and explain why they remain focused on the dual benefits of value plus improvement. With many high-quality companies and sectors currently out of favour and lacking momentum, the universe of Valueplus opportunities continues to grow. Alex will discuss how identifying businesses undergoing positive transformation before momentum returns can create compelling opportunities for patient, disciplined value investors.
AI from the bottom-up
AI is often discussed as a monolith. Either service providers, datacentre operators, frontier model developers, and chipmakers all make money and the buildout continues apace, or they don't and the buildout slows. For bottom-up stockpickers, this framing ignores the medley of partnerships and negotiations which define competitive strategy in the space. A customer in one area may be a supplier in another and a rival in a third. Picking stocks within AI is not the same as simply betting on AI. In this presentation, we unpack the dynamics at play within the broader ecosystem, and a range of scenarios that could affect the individual players in different ways. In doing so, we'll discuss where we have found opportunities, whether it be the underappreciated beneficiaries and enablers of AI, or businesses that are largely agnostic to the buildout altogether.
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