Investing in AI for the long term: A tech investor's view

As companies rush to invest in artificial intelligence, how do you differentiate disruptors from the disrupted? Equity portfolio manager Tomoko Fortune, who got her start as a tech investor after the dot-com bubble, brings her global perspective to Capital Group to help discern which companies may thrive in the AI revolution – and which may get left behind. She sits down with Mike Gitlin to discuss the challenge facing companies in the AI race, how her international upbringing and optimistic nature teach her to be bold and tune out noise, and how she found a home at Capital Group thanks to its embrace of long-term investing. Tune in to hear where a seasoned tech investor is seeing the most opportunity.

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00:00 Introduction
00:51 Talk about your experience at a small hedge fund
02:45 How was Capital Group lucky enough to get you?
05:23 What's your investment edge?
07:09 What opportunities do you see in the future?
09:55 How do you pick the winners and losers when you're thinking long term?
12:12 Why is company management important and are there any research trips that stand out?
14:00 What are some lessons learned?
17:23 Talk about a book that you like and why
18:32 Tell us about your Oktoberfest experience with colleagues
20:48 Office treasure hunt
22:55 Tell us about mentors who have helped in your career
24:19 What do you try to pass along to people you mentor?
25:42 Talk about charities you're involved in and why education is so important to you
26:42 Obsessively grateful moment

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