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I read the August fund manager letters and the first September ones. Five houses wrote about companies that the market sold on AI fears. Three of them bought. Two explain why they kept their positions. Acatis (added Wolters Kluwer): "The significant drop in the share price of Wolters Kluwer (70% from the top) is primarily due to massive market fears that the business model will be disrupted by artificial intelligence, not because of operational problems in the company. Wolters Kluwer …
— ORIGINAL POST ·
5 fund managers on the stocks the market calls "AI losers" (Aug-Sep 2026 letters)
· r/ValueInvesting
· Oct 7, 2026