Blue Owe says markets are pricing companies differently based on AI risk
Blue Owe said markets are pricing companies differently based on their exposure to artificial-intelligence risk. It said its nonaccrual assets are among the lowest in the industry peer group. Its over-the-counter fund (OTF) portfolio has shown almost no signs of an impact from artificial intelligence. Blue Owe also said the investment environment in technology remains attractive and that its share-buyback activity reflects confidence in OTF. However, it expressed disappointment over the disconnect between OTF’s valuation and its performance.
Blue Owe said markets are pricing companies differently based on their exposure to artificial-intelligence risk.
It said its nonaccrual assets are among the lowest in the industry peer group. Its over-the-counter fund (OTF) portfolio has shown almost no signs of an impact from artificial intelligence.
Blue Owe also said the investment environment in technology remains attractive and that its share-buyback activity reflects confidence in OTF. However, it expressed disappointment over the disconnect between OTF’s valuation and its performance.
It said its nonaccrual assets are among the lowest in the industry peer group. Its over-the-counter fund (OTF) portfolio has shown almost no signs of an impact from artificial intelligence.
Blue Owe also said the investment environment in technology remains attractive and that its share-buyback activity reflects confidence in OTF. However, it expressed disappointment over the disconnect between OTF’s valuation and its performance.