Disruptive tech, concentrated alpha: Inside GVC’s high-conviction approach
Artificial intelligence (AI) is redefining global equity markets, with the US and China at the centre of a multi-decade innovation cycle. For private wealth allocators, capturing this opportunity requires more than thematic exposure – it demands deep sector expertise, high-conviction positioning and a disciplined, research-led process, explains Wan Chengshui of Global Value Chain Investment Corporation (GVC).
In partnership with Global Value Chain Investment Corporation Limited