Business MarketWatch · 2026-10-08T12:14:00Z · 1 min read

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.

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After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.

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