“In late May, NVIDIA briefly entered the trillion-dollar market capitalization club, joining esteemed peers such as Apple, Meta, Amazon and Microsoft.” — Maxime Houde, iAGAM
Key Takeaways:
- NVIDIA’s earnings exemplify the early influence of rapidly adopted AI technology.
- The fund’s performance was driven mainly by the communication and technology sectors.
- We see opportunities in smid cap innovators.
Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing, iAGAM
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
