319. Megatrends, AI supercycle and the future of investing

FundCalibre - Investing on the go

Zehrid ‘Zed’ Osmani, manager of the Martin Currie Global Portfolio Trust, elaborates on his three-step investment process that ensures only the most promising companies make it into the portfolio, before diving into the significant themes driving this strategy, including demographic changes, future technology, and resource scarcity. Additionally, Zed provides insights into the valuations of industry giants Nvidia and Mastercard, and touches on the implications of interest rate changes on quality growth companies.

What’s covered in this episode:

• Three-step process to building a high-conviction portfolio
• The trust’s valuation framework
• The three megatrends targeted in this trust
• The benefit of thematic investing
• Targeting seismic thematic shifts, for example, an aging population
• Why the market is underestimating the AI opportunity
• The cross-section of AI and the stated megatrends
• The “techno-industrial revolution”
• The investment case for Atlas Copco
• How to evaluate a company like NVIDIA
• The investment case for long-term holding Mastercard
• Do macro changes influence underlying holdings?

More about the fund:

Zed has shown himself to be an excellent manager of high-conviction strategies. This trust has the ability to tap into a series of long-term themes – such as the rise of electric vehicles, growth of the emerging market middle class and the onset of artificial intelligence - which have the potential to deliver strong outperformance for investors. The highly-driven research approach has proven to be extremely successful over the longer term across a range of portfolios.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.