Artificial intelligence (AI) is driving change across the global economy.
The influence of AI is set to permeate every sector worldwide as its reach continues to accelerate and broaden, creating compelling investment opportunities.
Recent years have seen a massive cost compression in the generation, storage, transfer and use of data, facilitating better-informed business, consumer, and investment decisions. As AI-enabling technologies become cheaper and easier to access, more and more companies are engaging with AI, transforming their business models, and increasing their competitive advantage.
The Sanlam Global Artificial Intelligence Fund seeks to identify companies whose engagement with AI is likely to make a material difference to their long-term economic value.
In a large and growing investment universe of approximately 20,000 names, detailed bottom-up research and analysis is supported at the initial screening stage by a proprietary AI platform that helps to identify possible companies whose future economic value might be directly influenced by AI. As more companies harness AI technology, the opportunity set continues to extend and deepen, perpetually raising the bar for inclusion in the portfolio.