the mover

Srikanth Iyer, lead portfolio manager of the i3 Investments team at Guardian Capital LP. Illustration by Joel Kimmel

Money manager Srikanth Iyer says concerns about an artificial intelligence (AI) bubble bursting may be justified, given lofty valuations across much of the sector.

Still, the lead portfolio manager of the i 3 Investments team at Guardian Capital LP doesn’t think investors should jump ship or avoid AI stocks, believing in the long-term prospects for the sector’s best companies.

“If you have the right fundamentals, analysis and probabilities, the opportunity set of the AI economy is still strong and will continue to move up,” says Mr. Iyer, who oversees more than $6-billion in assets.

Mr. Iyer and his team are also using AI across their funds to predict earnin

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