Three years with the AI Fund – What has gone as expected, what has been surprising, and what comes next? (English version)

When we launched our AI fund, artificial intelligence was already an exciting investment theme, but few could have anticipated how rapidly the technology would transform both businesses and capital markets. What has been the biggest surprise? How do you identify the companies that could become tomorrow's winners? And has the AI rally only just begun, or have we already seen most of it?

In this episode of the Portfolio Manager Podcast, we interview Pavel Lupandin, one of the fund's portfolio managers. We discuss why the fund was launched, how to define an AI company, the opportunities and challenges of investing in such a fast-evolving theme, and his outlook for AI investments in the years ahead.

This material constitutes general marketing communication. It has been prepared by Skandinaviska Enskilda Banken AB (publ) ("SEB"). The fund management company within the SEB Group ("SEB Funds AB") and the investment management company ("SEB Asset Management AB") contribute market perspectives to the overall analysis. It is important to note that both the fund management company and SEB AB make their investment decisions entirely independently and, in their discretionary portfolio management, are in no way bound by the SEB Group's market views.

This marketing material is intended solely as general information and should not be construed as investment advice. The Key Information Document (KID), prospectus, and sustainability-related disclosures are available at seb.se/fundlist. Returns shown do not take inflation into account.

This material has been prepared by SEB Asset Management AB, company registration number 559419-2774, an investment firm supervised by the Swedish Financial Supervisory Authority (Finansinspektionen) and a wholly owned subsidiary of Skandinaviska Enskilda Banken AB (publ). Investment recommendations have been compiled using sources that SEB Asset Management AB considers reliable. Analysts and portfolio managers employed by SEB Asset Management AB may hold positions in shares or share-related instruments of companies for which they prepare recommendations.

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