- The underperformance of value-tilted portfolios in the past pointed to inefficiencies the traditional low-multiple strategies have.
- AIVL has a unique active investment strategy guided by artificial intelligence that delves into myriads of data points to pick overlooked pearls.
- Though the fund itself was incepted in June 2006, it has been restructured in January 2022, thus we simply do not have enough data on returns it can achieve.
- Investors should understand that AIVL can invest in companies trading at premium to their sectors, depending on circumstances. The examples are provided in the article.
- Though profitability characteristics of the portfolio are close to perfect, a Hold rating, for now, seems justified.
For further details see:
AIVL: Consider Drawbacks Of AI-Guided Value Strategy