Which AI stocks did the manager mention?

The manager mentioned Amazon (AMZN) and Adobe (ADBE) as examples of AI stocks that could fit a value strategy.

What is the difference between value investing and growth investing?

Value investing focuses on buying stocks below their intrinsic value, while growth investing focuses on companies with rapid earnings growth. However, the manager sees overlap between the two.

AI Stocks in a Value Fund? This Veteran Money Pro Says Absolutely

A fund manager at Patient Opportunity Trust argues that value investing does not preclude owning growth stocks, particularly in AI. He points to Amazon and Adobe as examples of companies with strong competitive advantages that fit a value framework.

June 22, 2026

2 min read

Source: Barrons.com

The Patient Opportunity Trust takes a value approach to investing, but one of its fund managers says that doesn’t mean it ignores growth—especially in artificial intelligence.

Details

The manager explains that AI stocks such as Amazon (AMZN) and Adobe (ADBE) can fit into a value strategy if properly assessed. Instead of focusing solely on current earnings multiples, the fund looks at long-term intrinsic value.

Context

This comes amid surging investor interest in AI, with companies racing to adopt generative AI technologies. However, the manager believes that high valuations for some stocks may create opportunities for value investors seeking durable competitive advantages.

What It Means for Investors

This approach suggests investors should not be constrained by growth or value labels but should seek companies that combine strong growth with reasonable valuations. Stocks like Amazon and Adobe may exemplify this, with robust AI and technology businesses.

Frequently Asked Questions

Yes, according to the Patient Opportunity Trust manager, value funds can invest in AI stocks if they have strong competitive advantages and reasonable long-term valuations.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.