Videos

October Views from First Eagle Global Value Team

October Views from First Eagle Global Value Team

Beyond the Bubble: A Fundamental Approach to AI

The current artificial intelligence (AI) boom echoes the dot-com bubble, but Portfolio Manager and Senior Research Analyst Julien Albertini notes that many of today’s leading AI firms have more mature technology infrastructure, stronger business models and widespread use. He discusses how the Global Value team maintains its bottom-up, fundamental approach to security selection by identifying what the team believes are the companies with the best assets and most attractive valuations along the entire value chain.