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May 2024 / VIDEO

AI perspectives from portfolio manager Dom Rizzo

What are your key takeaways from recent investment trips?

After meeting more than 50 different technology companies across the US, Asia and Europe, Portfolio Manager Dom Rizzo shares three key takeaways.

What is your view on current valuations in technology?

Portfolio Manager Dom Rizzo looks back through history and explains why he thinks most of the technology universe still has reasonable valuations today.

Outside of AI, what other areas of technology interest you today?

There are two opportunities in technology outside of AI that Portfolio Manager Dom Rizzo is particularly excited about today: global e-commerce and payments.

Where are we in the AI cycle?

Dom Rizzo, Portfolio Manager, explains how he’s navigating the AI cycle and the reasons why he thinks we remain relatively early in the AI infrastructure build out.

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