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Fund manager outperforming 96% of peers bets big on AI with Nvidia and Microsoft but avoids Apple, Alphabet and Meta

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May 19, 2023, 2:16 p.m. | Filip De Mott (fdemott@insider.com)

Business Insider www.businessinsider.com

The tech sector is still attractive overall, "But you have to look at it through different segments rather than invest across Big Tech."

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