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Market expert 'cautious' on AI trade, likes healthcare, energy stocks

Significance Capital Founder and CIO Ryan Isherwood joins Reuters to discuss the firm's positioning in healthcare and energy and why he remains cautious on the AI trade.

Ryan Isherwood, Founder and CIO of Significance Capital
Reuters

Ryan Isherwood

Founder & CIO

About the Segment

Selective beyond the AI trade.

Ryan discusses how Significance Capital is approaching opportunities in healthcare and energy while remaining selective around the AI trade.

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Important Disclosures: Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. This website is for informational purposes only and does not constitute investment advice. Please consult with a qualified financial advisor before making any investment decisions. *Top Quartile performance of large cap core managers as of 12/31/2025 according to Evestment database. **Performance of Enhanced Alpha SMA Composite is based on four separately managed accounts that have been managed exclusively by Mr. Isherwood since the inception of the strategy in 2017 and includes predecessor performance. The performance is reported gross of fees and is unaudited. ***Net Revenue is total revenue less certain operating costs.