After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.
<p>Bill Hench, of First Eagle, stepped away from the artificial-intelligence trade with small-capitalization bets on a recovery of the U.S. housing construction market.</p>