Maggie Finari

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233 appearances 1 recordings 1 series first heard Jul 2026 last heard 13 Jul

Maggie Finari’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Forget the Magnificent Seven. This Is What's Next. · 13 Jul 2026 podcast

So we think as a long-term thesis, private investing is a very core part of the portfolio.

And that's really where a lot of that growth happens.

Companies like Motip, which has also recently filed for an IPO or in companies like Kraken as well.

But what I would say is over time, our portfolios, we look through both our funds exposure and

And our direct exposure, what you'll really see is a concentration in our portfolio.

So we have, you know, our top 10 holdings form 85% of our direct exposure.

So at the end of the day, that's largely in the great names that we've been speaking about companies like Databricks, companies like

companies like Epic Systems, which is a fabulous healthcare IT services company that was established in the early 1970s, which really has a very strong dominant share in terms of providing software for hospitals.

So we've got a very strong suite of companies

companies that just continue to compound growth, but we tend to focus on later stage companies and what we view to be those category winners.

So we've been watching that very carefully, like everyone else.

What I would say is we have been consistently underweight, if you will, the MAG-7 from that perspective.

But there is a level of CapEx build-out that is necessary.

And if we think about, well, what is the TAM or what's the potential of AI, we definitely think that's a very long-term issue.

structural theme and you do need the compute going forward.

So the way we think about AI is people say AI is, you know, a new form or what software is going to look like in the future.

The software market is a $1 trillion TAM.

We think that the evolution of AI is AI agents, right?

And that second half of the story where

AI agents are going to be able to do the work directly while software has actually, over the last decade, decade plus, has really looked to create efficiencies in the way that we work.

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