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Vantage: AI, mid-caps and finding value beyond the Magnificent 7 with Heptagon Capital’s Alex Gunz

Vantage: AI, mid-caps and finding value beyond the Magnificent 7 with Heptagon Capital’s Alex Gunz

In this interview, Alex Gunz from Heptagon Capital shares his insights on where to find compelling investment opportunities in 2025. Looking beyond the mega-cap tech stocks, Alex discusses why US mid-caps, Japanese corporate reform and Indian demographics present attractive opportunities. He explains how AI adoption could drive a new wave of productivity growth similar to the supply-side reforms of the 1980s. We discuss portfolio diversification and why gold remains relevant today. Alex outlines his investing approach with examples, including a new addition to the portfolio (EMCOR, NYSE: EME, $20bn market capitalisation), a recent divestment (Vestas Wind Systems, CPH: VWS, DKK99bn market capitalisation) and GXO Logistics (NYSE: GXO, $5.3bn market capitalisation), a company not recognised for its full potential.

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