AI: Market Outlook.
Webinar.

Where we’re
finding AI
opportunities
next.

2 July 2026
18h00-19h00
Virtual webinar

About this webinar.

The Rand Swiss AI Portfolio has returned 195.90% since its launch three years ago.

And while artificial intelligence remains one of the most powerful investment themes of the decade, the next wave of opportunities may look very different from the last…

The first wave was driven by obvious winners such as semiconductor and memory companies. As AI infrastructure spending accelerates, however, new bottlenecks are emerging across the supply chain, creating a fresh set of opportunities for investors.

At the same time, leading AI model developers are reporting extraordinary revenue growth, with several expected to pursue public listings in the coming years. We are also beginning to see AI systems capable of making genuine discoveries rather than simply processing information.

For investors, this raises an important question: Where will the next wave of AI value creation occur?

Join Portfolio Manager Viv Govender as he explores:

  • The next bottlenecks emerging in the AI supply chain
  • Why the opportunity is expanding beyond chips and memory
  • The explosive growth of leading AI model developers
  • How AI is moving from automation to discovery
  • What we’ve added to the portfolio, what we’ve reduced, and why
  • The shares we are currently targeting for the next phase of the AI cycle

If you’re looking to position your portfolio for the next phase of AI-driven growth, this webinar is not to be missed.

Speaker.

Viv Govender
Portfolio Manager, Rand Swiss

A Portfolio Manager at Rand Swiss, Viv specialises in global equities, disruptive technologies, and thematic investment strategies, with a particular focus on artificial intelligence and the investment opportunities emerging from this rapidly evolving sector.

He manages the Rand Swiss AI Portfolio and regularly provides insights on emerging investment opportunities across the technology sector. Viv is a frequent commentator in the media, contributing to channels such as SABC, CNBC Africa, SAFM, 702, and eTV.

He is also a regular guest lecturer at a number of prominent business schools and executive education programmes and previously lectured at tertiary institutions including UKZN and DUT.