Thinking beyond the MegaCap-8

As the MegaCap-8 stocks continue to dominate the market in 2023, Sello and Anthony discuss some of key debates surrounding their outperformance.  

[00:40] Introduction

[02:26] Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse

[08:27] How we are selective with the MegaCap-8 

[12:18] Do you need to own mega-caps to benefit from the AI trends?

[19:10] Closing remarks