Growing your wealth should always be a priority. No one knows this better than Fenestra Asset Management. They offer astute investment management that is performance-driven, and their numbers definitely do the talking. Fenestra’s greatest successes include limiting the negative return in 2008 to under 15% when the ALSI showed a 26% drop after the global financial meltdown. Their intimate knowledge of each of their clients enables the accurate tailoring of portfolios to meet their individual investment needs.
Being in tune with the newest opportunities and primed for capital reallocations, owner William Meyer is recognising the importance of artificial intelligence and the opportunities to grow your financial portfolio by investing in this type of innovative, rising technology.
“Artificial Intelligence is the new rave investment trend, and at the forefront of this sector stands NVIDIA Corporation – the dominant supplier of artificial intelligence hardware and software,” says William. “NVIDIA announced blockbuster results on 21 February, propelling the shares for a stratospheric rise of 16% in one day. This was an increase in shareholder wealth of $280 billion, a stock market record of all time.”
Microsoft is also an excellent contender for investment. The company is the leader in monetising AI and rolling it out to its clients. It is also the dominant developer of software, services, devices, and solutions worldwide.
“Microsoft has the absolute best management team around, delivering coup after coup and executing incredibly well,” William comments. “The biggest segment of the company is now the intelligent cloud. Azure is the driving force behind the cloud platform and revenue from this division grew by 29% last quarter. By comparison, Amazon’s web services grew by only 12% and Google Cloud, which is much smaller, grew by 22%.”
On top of these unbelievable numbers, Microsoft is also utilising Azure to create generative AI applications. Its shares have recently hit an all-time high and are set to go even higher. “It is hard to find other shares that are more compelling as Microsoft’s on a growth and risk-adjusted basis,” William adds.
Another great opportunity for investors is ARM, the designer of architecture used in about 99% of all smartphones and other devices. Its shares increased by 25% on their first day of trading! Although its turnover and profitability have decreased in the last 12 months, its recent ventures with Apple and NVIDIA secure the company’s bright future. William notes that Apple is also a “dark horse” to look out for when investing in tech companies.
The AI industry is exciting, not just in and of itself but also for investment options. Fenestra Asset Management is your partner in unlocking these opportunities and growing your wealth. If you are unhappy with your portfolio performance or would like a second opinion, please do not hesitate to contact Fenestra for a free, independent, objective and confidential review of your portfolio.
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