Industry analysts think the AI revolution is still in its early stages, and longtime fund manager Chris Retzler agrees.
But the market veteran believes small, under-the-radar growth stocks—not the well-known companies that have already surged — are the best way to play the AI boom.
AdvertisementHow to invest in small caps — and where to find themSince 2008, Retzler has single-handedly managed the Needham Small Cap Growth Fund (NESGX).
Plus, investors are overlooking small-cap stocks' exposure to key growth opportunities like AI, data center buildouts, military modernization, and telecommunication improvements, in Retzler's view.
"Money doesn't go immediately to small caps — it goes to the next market cap, generally," Retzler said.
Persons:
—, Chris Retzler, Retzler, he's, Morningstar, doesn't, Rogers, Lumentum, that's, Generac
Organizations:
Service, Nvidia, Business, Industry, Growth, MKS, Aspen
Locations:
ROG