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The best sustainable returns, at an acceptable level of risk and low cost, by investing in a concentrated portfolio of the most promising companies in the world: that is what we stand for at OBAM Investment Management! 

At OBAM Investment Management, we analyze and invest in companies that we believe are of high quality, with proven strong business models, and that can play a leading role in their sector or industry. We do not invest one-sidedly and ensure what we believe to be the right portfolio diversification across sectors and industries worldwide. Through our team of highly experienced portfolio managers, you gain access to a vast source of knowledge and experience in stock selection and portfolio construction. 

OBAM Investment Management attaches great importance to sustainability, and our sustainability policy is an intrinsic part of our portfolio management. We take the effects of our investments on people, the environment, and society very seriously.

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OBAM: Investment opportunities outside AI

Now that the Republicans and Democrats have finally ended the shutdown after much wrangling, it seems that investors are simultaneously taking a step back. The substantial gains on AI-related stocks are being cashed in. Last week, I attended a conference in the US in which nearly 300 companies participated. It proved almost impossible to find companies that were not talking about data centers and AI.

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Investors currently face a high degree of uncertainty. Geopolitical tensions are rising, protectionism is back on the scene, America has started a trade war, and meanwhile a (quiet) revolution in artificial intelligence is taking place. Despite all this turbulence, stock markets are already close to their all-time highs, while at the time of Trump’s “Liberation Day,” predictions were still that a global recession was inevitable.

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