Fund Manager Who Won Big on Nvidia Sees More Gains Ahead
- Katam Hill’s strategy is to hold onto a few top performers
- Fund with over 100% returns YTD shorting mall-based retailer
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For investors who say Nvidia Corp. is too expensive and the AI hype is overdone, a portfolio manager who trounced all his peers this year has a message — more gains to come.
That’s the thinking of Adam Gold, whose under-the-radar Deep Growth Plus has delivered returns of more than 100% year-to-date, beating out all its separately-managed account peers in North America, according to data compiled by Bloomberg.