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Fund manager's stock-pick focus includes a key Nvidia partner

Fund manager's stock-pick focus includes a key Nvidia partner


Published on 2024-12-01 22:01:01 - Thomas Matters, WOPRAI
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  • The fund has succeeded both in the investor class fund (CEMVX) and its institutional class (CEMIX) . The funds are up about 18.4% so far in 2024 and have risen more than 30% over the past 12 months. The MSCI index is up 11.

The article from MSN Money discusses the investment strategy of fund manager David Giroux, who manages the T. Rowe Price Capital Appreciation Fund. Giroux has recently highlighted his focus on stocks that are closely tied to Nvidia, a leading company in AI and graphics processing technology. One of the key companies he mentions is Lam Research, a major supplier of semiconductor manufacturing equipment, which benefits from Nvidia's growth due to its role in producing the chips Nvidia uses. Giroux's strategy involves picking stocks that not only have strong fundamentals but also those that are positioned to capitalize on trends like AI, where Nvidia plays a pivotal role. This approach reflects a broader market trend where investors are increasingly looking at companies within the supply chain of tech giants like Nvidia to find growth opportunities.

Read the Full MSN Article at:
[ https://www.msn.com/en-us/news/money/fund-manager-s-stock-pick-focus-includes-a-key-nvidia-partner/ar-AA1v5vkl ]
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