Roadshow | The Future is Now: AI & Semiconductors in the Context of VanEck's Moat Strategy

The technological change in AI is breathtaking. We have seen chipmakers, such as Nvidia and AMD, benefitting from the AI boom in the past.

At this Breakfast & Learn event, we will have a special guest, Morningstar’s Technology Equity Analyst, Brian Colello, who will present his outlook on AI, where valuations are now, and attractive opportunities within the space.

We will also provide an update on the VanEck Morningstar Wide Moat strategy. The Morningstar® Wide Moat Focus IndexSM outperformed the S&P 500 Index in 2023, despite being underweight the ‘Magnificent Seven’. However, outperformance in the past does not indicate that this will continue in the future. We will therefore also have a close look at the Q1 2024 performance of the strategy.

Agenda
08:30 – Welcome
08:45 – Breakfast & Presentation
09:45 – Q&A
10:00 – End of Breakfast

Date 11.06.2024
Time 08:30 – 10:00
Address

Widder Hotel
Rennweg 7
8001 Zürich
Schweiz

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Referenten

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Brian Colello

Morningstar, Technology Equity Analyst

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Philipp Schlegel

VanEck, Co-Head Sales EMEA

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Roman Poole

VanEck, Associate Director

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