J Stern & Co Highlights Tech, AI Opportunities

Christopher Rossbach, CIO at J Stern & Co and portfolio manager of the World Stars Global Equity Fund, highlights significant investment opportunities in artificial intelligence (AI).
The fund, which is compliant under EU’s Sustainable Finance Disclosure Regulation (SFDR), focuses on global companies with over 5-10 years of growth potential.
Notably invested in AI-related firms such as US multinationals Nvidia and Alphabet, emphasizing good corporate governance.
The fund maintains a diversified portfolio with a focus on AI technology hardware, consumer goods, and industrial infrastructure.
Key stock picks include global brands such as LVMH, L’Oreal, Nestle, Nike, and EATON.
While AI is seen as crucial in wealth management for efficiency and data-driven advice, Rossbach believes human judgment will remain vital.
The organization has historical roots dating back to the Stern family’s transformation from wine merchants to a banking dynasty and has established offices worldwide.