EP.01 – From AI to Obesity Drugs: Investing in Global Megatrends

In this debut episode of Innovation Conviction, John Gross moderates a conversation with MayTech Global Investments co-founders and portfolio managers Nels Wangensteen and Ingrid Yin. They explore the firm’s investment philosophy, rooted in long-term thematic research and fundamental analysis. Nels and Ingrid discuss their high-conviction views on the transformative potential of artificial intelligence, the rise of next-gen medicine including obesity treatments and robotic surgery, and the evolution of globalization with a pivot away from China. The episode sheds light on how they construct a concentrated global portfolio poised for secular growth. 

 

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(00:00:00) Introduction to MayTech and the Innovation Conviction podcast

(00:01:58) Overview of the firm's 16-year track record and investment approach

(00:03:36) Nels shares views on macro trends and the current growth investing climate

(00:06:30) Ingrid explains how her scientific and cultural background supports global investing

(00:08:46) Thematic investing process: identifying secular trends and addressable markets

(00:10:21) Ingrid details the firm's bottom-up research approach using S-curves and scalability

(00:12:18) Why AI remains the portfolio's largest exposure and what drives its continued potential

(00:13:52) Three core pillars of AI investing: algorithms, compute, and data-driven applications

(00:16:41) Healthcare sector themes: obesity drugs and robotic surgery as key growth drivers

(00:20:15) Historical and current views on investing in China

(00:22:51) Globalization 2.0: how supply chain shifts have expanded opportunities in India and Latin America

 

Links: 

 

John Gross on LinkedIn: https://www.linkedin.com/in/john-gross-cfa-caia-6b54788 

Nels Wangensteen on LinkedIn: https://www.linkedin.com/in/nelswangensteen 

MayTech Global Investments: https://www.maytechglobal.com/ 

 

DISCLAIMERS

MayTech is a registered investment adviser. Registration of an investment adviser does not imply a certain level of skill or training.

The opinions expressed herein represent the views of MayTech’s management (or investment professionals) based on market conditions as of the date of this video and may change at any time without notice. We assume no obligation to provide an update to this video. Recipients are advised not to infer or assume that any securities, strategies, companies, sectors or markets described will be profitable or that losses will not occur. It should not be assumed that recommendations made herein or in the future will be profitable. The discussion in this podcast includes references to information from third party sources believed to be reliable; however, we make no representation as to its accuracy or completeness.

For more information about MayTech you may visit the SEC’s Advisor Information website at https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=887879

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