T H E M AT I C S H A R E P O RT F O L I O

Artificial Intelligence
59.17% 31.24% p.a. 0.33% A$4049.83 3 Years+
1 Year Return as at Return since inception Dividend Minimum Suggested
27 Oct 2024 10 Apr 2018 Yield Investment Timeframe

Portfolio Performance

AI Portfolio Vanguard Australian Shares Index ETF (VAS)

350%

300% 303.88%

250%

200%

150%

100%
79.57%
50%

0%

-50%
Jul 18 Jan 19 Jul 19 Jan 20 Jul 20 Jan 21 Jul 21 Jan 22 Jul 22 Jan 23 Jul 23 Jan 24 Jul 24

Source: HALO as at 27 October 2024 See how we calculate performance

Portfolio Description
The Artificial Intelligence (AI) Vue is a selection of leading AI companies with significant growth potential. The Vue
has been constructed for retail and institutional investors and primarily aims to generate long-term capital
appreciation. The portfolio comprises businesses innovating at the forefront of AI technologies, revolutionising
industries, and reshaping the future of society.
Within the portfolio, there is a global focus, providing investors with the benefit from AI's international growth
potential while mitigating regional or localised risks. There are several established stand-out companies within the
Vue, such as Nvidia, a powerhouse in AI hardware; Amazon, which leverages AI across its diversified business
operations; Palo Alto Networks, using AI to enhance cybersecurity; and Palantir, known for its high-end AI analytics
platforms. These companies and the remainder in the Vue represent the breadth and depth of the AI industry,
covering various aspects such as hardware, e-commerce, cybersecurity, and data analytics.
Portfolio snapshot as at 27 October 2024

DIVIDEND P/E 1 MO 1 YR
STOCK TICKER PRICE YIELD RATIO RETURN RETURN
NVIDIA Corporation NVDA: NAS $214.06 0.02% 66 18.43% 223.24%

Palantir Technologies Inc. PLTR: NYS $67.86 0.00% 264 24.89% 174.49%

Amazon.com Inc. AMZN: NAS $284.26 0.00% 45 0.82% 47.60%

Palo Alto Networks Inc. PANW: NAS $554.80 0.00% 50 11.21% 42.80%

Alphabet Inc. Class A GOOGL: NAS $250.12 0.24% 23 5.76% 25.81%

See how we calculate performance

Investment Team
At the core of HALO Technologies is an expert team of analysts with over 60 years of combined experience in global
equity markets. This experience, combined with the institutional-grade tools and data available at HALO
Technologies, allows us to produce expert commentary, insights and research for our clients.

Clay Carter
Head of Investment Committee
Clay Carter has more than 30 years experience investing in global equity
markets as a Senior Portfolio Manager for AMP, QBE Insurance, PM Capital,
and Perennial Investment Partners. Over this period, Clay has developed
alternative methods to traditional market analysis and portfolio
management and was key contributor to the Eureka Report. Clay regularly
appears on CNBC Asia and Bloomberg TV.

Dominic Paranthoiene
Global Equities Analyst
Dominic Paranthoiene's experience encompasses Global Equity Analysis in
London and Australia, adeptly covering UK, European, and US markets.
Excelling as both a generalist and sector specialist, Dominic demonstrates
proficiency in constructing equity portfolios.

Eric Zhu
Global Equities Analyst
Eric is a dedicated analyst and investor with independent and second-level
thinking capabilities. Eric owns work experiences in public, private equity
markets (strategic M&A and direct financial investment round C to
Pre-IPO), solar and telecommunication industry.
Investment Strategy
The investment strategy for the Artificial Intelligence Vue centres on capitalising on the expanding AI sector's
potential to generate long-term growth. The strategy is designed to suit investors with a moderate risk tolerance.
Key pillars of the strategy include:
Fundamental Analysis: Rigorous financial and strategic analysis of each company's potential for
sustainable growth and competitive advantage in AI.
Industry Diversification: Investing across various AI applications, from hardware and software to
cybersecurity and data analytics, to maximise exposure to different growth avenues within the AI industry.
Geographic Diversification: Identifying companies with a global reach to tap into AI's worldwide growth
potential while mitigating regional risk.
Focus on Innovation: Prioritising companies demonstrating continuous innovation, leading to potential
market disruptions and long-term growth opportunities.
Active Portfolio Management: Constant portfolio monitoring and recommended periodic rebalancing
based on market dynamics, technological advancements, and macroeconomic factors.
This strategy aims to navigate the dynamic and rapidly evolving AI landscape effectively. By doing so, the AI
Portfolio strives to allow investors to partake in the technological revolution, driving the world toward an
increasingly digital future.

HIGH RISK
LOW HIGH

The Artificial Intelligence Portfolio may be suitable for investors who have an
investment horizon of 3+ years, and a high risk tolerance.

What the industry players are saying about AI

“The computer industry is going through two simultaneous

transitions — accelerated computing and generative AI,”
JENSEN HUANG,
MICROSOFT FOUNDER
CHAIRMAN ANDAND
CEOCEO OF NVIDIA
- SATYA NADELLA

“AI will fundamentally change every software category,

starting with the largest category of all — search,”
MICROSOFT CHAIRMAN AND CEO - SATYA NADELLA

“AI is the most profound technology we are working on today,”

ALPHABET AND GOOGLE CEO - SUNDAR PICHAI
About Thematic Share Portfolios

The Artificial Intelligence Portfolio is one of 29 ready-to-invest thematic share portfolios that are unique to HALO.
Each portfolio provides investors direct exposure to a specific industry, trend, theme or investment style through
a concentrated portfolio of 10 hand-select stocks.
Thematic share portfolios remove the complexity of research and selecting which shares to buy, helping you
quickly and easily invest in the world’s biggest and most innovative companies in sectors such as Biotechnology
and Genomics, Electronic and Autonomous Vehicles, Luxury Goods, Clean Technology, E-Sports and more.
Each portfolio is monitored daily and reviewed quarterly by the HALO Global research team. Each month
investors receive a comprehensive report on the performance of the portfolio and are notified of any changes
that need to be made.

Want to learn more How to invest

For Financial Professionals To invest in this portfolio, or to create your own,
simply sign up for a free HALO Trading account.
Adviser Services: 1300 425 622
E: [email protected]

Investors JOIN NOW

Client services: 1300 348 007
E: [email protected]
Excellent

Important Information
This presentation has been prepared by HALO Technologies Pty Ltd (‘HALO’, ‘us’, ‘we’, ‘our’) ABN 54 623 830 866 CAR No 1261916 of
Macrovue Pty Ltd ABN 98 600 022 679 AFSL 484264 and is current at the date of its publication. The information presented in this
document is of general nature only, and does not take into account your objectives, financial situation or needs. The information is
not to be considered as personal financial product or investment advice. Before making an investment decision, you should consider
whether it is appropriate for you in light of your personal circumstances and seek professional investment, tax, legal or personal
financial advice. Investment advice can only be obtained from persons who are licensed in accordance with the Corporations Act.
While the information contained herein is based on information known to us or obtained from reliable sources, we do not make any
representations as to its accuracy or completeness. Past performance is not an indicator of future performance. Investing involves
risks. This document may contain statements that are not purely historical in nature but are ‘forward looking statements’. Such
statements are, or will be, based upon certain assumptions. Actual events are difficult to predict and are beyond the control of HALO.
Prices for investment products may rise and fall. The payment of income and the return of capital are not guaranteed. Investing in
overseas markets exposes you to additional risks including those related to movements in foreign currency exchange rates. Any
projections or conclusion provided in this document are based on assumptions and are not guaranteed to occur. HALO does not
accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of
the use of all or any part of this document. Employees and/or associates of HALO may hold one or more of the stocks, securities or
investments referred to in this presentation or on the website. Any personal holdings by employees and/or associates of HALO should
not be seen as an endorsement or recommendation in any way. Copyright applies to all content: HALO and the terms, logos and
marks included in our content that identifies our services and products are proprietary materials. No part of this presentation is to be
copied, disclosed or distributed in whole or in part without the prior written consent of HALO. Copyright is applicable to all content
produced by us, and in the information and material therein, is proprietary material owned by us unless otherwise indicated. Unless
otherwise noted, all information provided on this site is provided by us and is subject to copyright and trademark laws. Logos and
marks contained in links to third party sites belong to their respective owners.