This week, Senior Portfolio Manager Rob Thummel and Hybrid Investment Specialist Jacob Ford discuss the one-year celebration of the Tortoise AI Infrastructure Fund (TCAI), performance to date, a few of its key conversion stories and what opportunities the AI infrastructure presents for investors who take action as its being built out.
Here’s what you’ll learn:
- How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows
- Why AI infrastructure extends beyond semiconductors and software and the role energy, electricity and digital infrastructure play in powering AI
- How TCAI identifies the “picks and shovels” of AI infrastructure across data centers, power generation, electrification and digital infrastructure
- How companies are transforming their businesses to capitalize on AI, including Bitcoin miners transitioning to data centers and Modine’s evolution into a liquid cooling provider
- Why Tortoise Capital believes the AI infrastructure opportunity is still in its early stages and where investors may find opportunities as AI buildout continues
Watch it now to help keep you and your clients on top of current events.
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Important Information
Nothing contained in this communication constitutes tax, legal, or investment advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. This podcast contains certain statements that may include “forward-looking statements.” All statements, other than statements of historical fact, included herein are “forward-looking statements.” Although we believe that the expectations reflected in these forward-looking statements are reasonable, they do involve assumptions, risks and uncertainties, and these expectations may prove to be incorrect. Actual events could differ materially from those anticipated in these forward-looking statements as a result of a variety of factors. You should not place undue reliance on these forward-looking statements. This podcast reflects our views and opinions as of the date herein, which are subject to change at any time based on market and other conditions. We disclaim any responsibility to update these views. These views should not be relied on as investment advice or an indication of trading intention. Discussion or analysis of any specific company-related news or investment sectors are meant primarily as a result of recent newsworthy events surrounding those companies or by way of providing updates on certain sectors of the market. Through our family of registered investment advisers, we provide investment advice to related funds and others that includes investment into those sectors or companies discussed in these podcasts. As a result, we stand to beneficially profit from any rise in value from many of the companies mentioned herein including companies within the investment sectors broadly discussed.
The S&P 500® Index is an unmanaged, market-value weighted index of stocks that is widely regarded as the standard for measuring large-cap U.S. stock market performance.
Short term performance in particular is not a good indication of the fund’s future performance and an investment should not be made based solely on returns.
The fund has a limited operating history, which may make it more difficult to evaluate the Fund’s performance and assess the risks associated with investing in the Fund.
Past performance is no guarantee of future results.