Jul 29, 2024
In this episode of The Fund Managers, Escala Investment Analyst, David Bruty, interviews Chris Prunty, Portfolio Manager of the QVG Opportunities Fund. Chris discusses the fund’s recent participation in the highly-publicised initial public offering (IPO) of Guzman Y Gomez and the attractive characteristics of the...
Jul 17, 2024
In
this episode, Escala Partners CIO, Tracey McNaughton, talks about
the payoff with artificial intelligence and whether the dizzying
amounts being spent on semiconductors and infrastructure will be
worth it. And what role do private markets play in finding genuine
use cases of AI?
(0:54) Well Tracey the big news in the...
Jul 4, 2024
In this episode, Investment Analyst Darragh Kennelly, talks to Jess Cairns of Alphinity Investment Management and Qinghua Lu of CSIRO to discuss their recently released research report on the implications of artificial intelligence use by companies and investors. They outline the framework for investors to use when...