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WCM Warns Investors About Risks of AI-Related Stocks

WCM Investment Management’s portfolio manager, Ryan Quinn, has issued a warning to Australian investors regarding the potential risks associated with artificial intelligence (AI) stocks. He cautioned that while the excitement surrounding AI has led to significant investments, it has also attracted unscrupulous companies that may ultimately disappoint investors.

During an investor briefing on October 3, 2023, Quinn highlighted that the inflated valuations in the tech sector bear resemblance to the dotcom bubble of the late 1990s. “If you say your company has related something to AI, your stock is probably going to go up,” he stated. He pointed out that numerous lower-quality businesses are capitalizing on this trend without delivering substantial value.

This warning follows a recent alert from the International Monetary Fund (IMF), which suggested that major U.S. technology firms might struggle to meet high investor expectations. Quinn’s approach seeks to mitigate risks by diversifying investments, allowing his fund to benefit from AI’s growth while safeguarding against potential downturns when weaker companies are exposed.

Strategic Investments in AI and Beyond

Quinn manages a substantial portfolio, including the $186.02 billion quality global growth fund. One of his largest holdings is Applovin, a Nasdaq-listed mobile advertising company that has surged more than 250 percent in the past year. Applovin, which provides AI solutions for app developers, was recently added to the S&P 500 and emerged as the top-performing stock for the quarter.

Additionally, WCM has increased its direct exposure to AI through investments in Taiwan Semiconductor Manufacturing Company, the fund’s second-largest holding, and Nvidia, currently the world’s most valuable company. Quinn has also invested in companies poised to benefit from the growing energy needs of data centers, including Germany’s Siemens Energy and GE Vernova.

“Investing in companies like Siemens Energy and GE Vernova not only aligns with the electrification theme and grid upgrades, but they also stand to gain from AI tailwinds,” Quinn remarked.

Performance and Broader Investments

The quality growth fund has performed impressively, returning 41.88 percent in the year ending September 2023, significantly outperforming the MSCI All Country World Index (ex-Australia) by 18.1 percentage points.

Beyond AI investments, WCM has capitalized on the success of Nintendo after investing in the Japanese gaming giant during the December quarter. The company’s shares have surged more than 60 percent in the past year, driven by the popularity of its latest gaming console and iconic characters like Super Mario and Donkey Kong.

Quinn has also bolstered investments in Rolls-Royce, particularly focusing on the aerospace division, which accounts for about 50 percent of the company’s revenue. The stock has nearly doubled in value over the past year, reflecting a strong recovery in the aerospace sector.

As the market evolves, Quinn’s strategy of careful investment in high-quality companies aims to navigate the complexities of the current economic landscape while maximizing the benefits of the AI revolution.

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