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Tag

fund management

2 articles

Research & Analysis12d ago

Fund Managers Hold AI Infrastructure Conviction as Chip Stocks Drop 16 Percent

Calamos Timpani's Brandon Nelson sees the semiconductor selloff as a momentum pullback, not a structural break, citing unbroken earnings strength across AI buildout names.

Research & Analysis26d ago

Madrid Value Funds Beat the Market as Paramés's Strategy Gains Structural Ground

Francisco García Paramés and Madrid's value managers are posting sustained outperformance, with macro tailwinds and a widening valuation gap making the case for a durable shift.