Fawaz Chaudhry
CIO of Horizon Global Partners, the equity thematic team at Fulcrum Asset Management; investor focused on global equity themes, semiconductors, AI infrastructure and macro-driven thematic strategies.
Best podcasts with Fawaz Chaudhry
Ranked by the Snipd community
24 snips
Mar 13, 2026 • 25min
Examining the AI value chain with Horizon Global Partners
Fawaz Chaudhry, CIO of Horizon Global Partners and thematic equity investor, on why value is shifting from software to chips. Short-term winners are semiconductors, foundries and tools as AI infrastructure booms. He also covers inflationary shocks, commodities and precious metals, geographic shifts toward Asia in hardware, and rising defense and vertical supply-stack trends.
