Private equity, AI & investing in tomorrow’s winners
By Staci West on 10 July 2026 in Multi-Asset
In the first part of this three-part series, Vincent Ropers, co-manager of the IFSL Wise Multi-Asset Growth fund, explores how the fund gains exposure to some of the most exciting investment themes of today, from private equity and AI to semiconductors.
Vincent discusses why the team believes private markets can offer attractive opportunities, how they assess valuation risks, and why investments in companies such as SpaceX and OpenAI provide access to tomorrow’s potential winners with a focus on valuation discipline and margin of safety. He also explains how the fund approaches the AI investment theme, including its cautious approach to high valuations and its indirect exposure to the semiconductor supply chain through emerging markets.
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