2026 Hedge Fund Roundtable | The AI opportunity through a hedge fund lens

In this six-part video series, members of our hedge fund team examine how AI has evolved from a focused technology theme into a broad, cross-industry investment opportunity.

Part 1: The AI trade evolves: From narrow theme to broad opportunity

Find out why differentiated sources of growth and productivity may matter most as the AI story unfolds.

Part 2: Beyond AI winners and losers: Finding market-neutral opportunities

Investors may need to look beyond obvious AI winners and losers to identify areas where market expectations may diverge from fundamentals.

Part 3: AI in financials: Where proprietary data may create an edge

Explore how AI is creating efficiency and growth opportunities in financials — and why proprietary data may become an important source of competitive advantage.

Part 4: Unlocking the value of underused data

Businesses hold vast amounts of unstructured, underutilized data. Learn how AI can put it to work improving decision-making, workflows, and outcomes across industries.

Part 5: Rethinking the AI semiconductor cycle

Hear how investors are navigating the AI-driven semiconductor cycle, where strong demand and changing valuation expectations are creating a more nuanced opportunity set.

Part 6: Investing through the next phase of AI

Flexibility, humility, and deeper engagement with AI may be essential in a fast-moving, narrative-driven market.