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.




Anthony explains why we think that the trends contributing to the MegaCap-8 performance are due to reverse


How we are selective with the MegaCap-8


Do you need to own mega-caps to benefit from the AI trends?


Closing remarks

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