Zeno Equity Partners, an investment management firm, released its first quarter 2026 investor letter. The firm owns companies that benefit from AI trends, although they are not primarily driven by them. The portfolio has been underexposed to AI and related industries, except Amazon, which constitutes 9% of our fund. This underexposure has affected the fund's performance compared to the major benchmark. The emergence of large language models (LLMs) and agentic AI has changed the market landscape. The Fund's underexposure is due to both business-related factors and insights into human...
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