The rates crisis has silver coatings for the AI, robotics and automation sector, but investors will have to hold their safety belts for continuous volatility, says Robocap fund manager.
The main investor in robotics, automation and AI actions, whose Robocap UCits fund1 It has delivered annualized compounds (CAGR) of 11.84% and a net yield of 181% since its inception in 2016, the opportunities for medium and long -term investors are highlighting.
It emphasizes that the Nvidia chips manufacturer, which has been beaten by the crisis, has suffered four 40%falls in the last 10 years, but has still seen the price of its shares increase in a multiple of 100 times.
Robocap believes that tariffs are likely to promote greater manufacturing to the US. Companies are also likely to accelerate AI developments to help dilute the growing inflationary pressures.
Fund administrators have identified several positions in the software in their portfolio where there is no direct or indirect impact of tariffs and believes that the development and deployment of technologies such as the touch of theft will be relatively not affected.
The Robocap portfolio adjusted to be the rate of the rate before the announcement of the United States government and is being adjusted even more to include long -term purchase opportunities in existing positions and to add new companies.
Jonathan Cohen, founder and Cio de Robocap, said: “The strong rhythm of innovation and the continuous demand in AI and robotics remains solid, since this technology will be a key promoter of growth, cost reduction and industrialization and reinforcing in the coming years. There are silver coatings for the sectors.
“These are not normal times and investors will have to fasten their seat belt through volatility: but our investment thesis remains more valid than ever, and this crisis creates opportunities for medium and long -term investors.”
He attended the Nvidia conference in San José GTC in March and believes that the company has multiple roads for growth and it is likely that its technological graves compared to its competitors in several key areas. However, Robocap warns that the announced tariffs have been worse than market expectations and the risk of recession has increased both inside and outside the United States.
