Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business
Three months ago, I found a manager who has been doing just this for two decades without LLMs
Recent Articles
China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk
U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
AI Is Making Even Tech Hedge Funds Look Like the S&P 500
PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal
May 27, 2026
