AI Adopters

Thesis

AI Adopters is a long-only equity fund focused on companies that are deploying AI in their day-to-day operations; not the chipmakers, infrastructure providers, or model labs building it. The fund looks for established businesses in professional services, insurance, healthcare administration, financials, and logistics where AI adoption is showing up in documented operating metrics, rather than in headlines or management narrative alone. Every holding in the fund must clear a defined evidence standard: multiple trackable operating measures tied to a disclosed AI mechanism, along with minimum size and liquidity requirements. The portfolio is organized into two sleeves: Proven, for companies where adoption is well established across the business, and Emerging, for companies earlier in their deployment journey. By focusing on the users of AI rather than its suppliers, the strategy is designed around the idea that as AI tools become cheaper and more capable, the businesses absorbing them stand to be operationally relevant in a range of scenarios.

Track record

Roster (26)

Target weights that define the strategy — what a clone starts from.