Terlato-Smith Technology & AI Equity Portfolio
A thesis-driven public equity portfolio centered on technology and artificial intelligence, built around concentrated views, structural tailwinds, and fundamental conviction.
Strategy Overview
The Technology & AI Equity Portfolio takes concentrated positions in public companies at the frontier of artificial intelligence and enabling infrastructure. The portfolio is constructed around high-conviction theses rather than broad diversification, with a focus on compounding returns over a multi-year horizon.
Cole Smith leads portfolio construction, applying quantitative and fundamental analysis to identify structural winners within the technology and AI landscape.