After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.

Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.

marketwatch.com ·2h ago

After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.

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Also reported by 1 other outlet

After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now. marketwatch.com

Read the original at marketwatch.com →

After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.

Also reported by 1 other outlet

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