Megatrend

he electrification theme is a rare thing, as it dishes up opportunities for value and growth investors alike. Some are buying coal and others are buying renewables, yet the underlying reasons aren’t as different as you might think. People are using more electricity than ever before and growth in generative AI is just adding to the problem – or opportunity, depending on how you view the world. To unpack this theme and how they apply it to the AnBro portfolios, Craig Antonie of AnBro joined us for this discussion.