Portfolio Objectives

The AI Infrastructure Portfolio seeks to deliver long-term capital appreciation by investing in the foundational companies powering the global artificial intelligence revolution. The strategy focuses on the critical hardware, networking, and energy systems that make large-scale AI computation possible.

Primary Objectives:

• Capture Structural Growth: Benefit from the multi-year expansion of AI data centers, semiconductor innovation, and global compute capacity.
• Focus on Proven Leaders: Prioritize established, profitable companies with durable moats and demonstrated execution in AI-related markets.
• Diversify Across the Stack: Balance exposure between core chipmakers and the supporting ecosystem — memory, networking, cooling, and power.
• Manage Risk Through Scale: Emphasize financially strong firms with global reach to reduce volatility compared to pure-play AI bets.
• Sustain Long-Term Outperformance: Target consistent alpha generation through disciplined rebalancing and sector-weighted positioning tied to infrastructure growth trends.

Investment Horizon: 12–36 months
Risk Profile: Growth-oriented, moderate–high volatility
Return Goal: Outperform the S&P 500 by leveraging the secular, infrastructure-driven expansion of artificial intelligence across industries.