Aperture European Innovation - Q4 2023 Manager Commentary

In Short

Quarterly comment on the Aperture European Innovation Fund by Anis Lahlou, Aperture Investors.

Aperture European Innovation Fund: Commentary for Q4 2023


Quarter in review


What an exhilarating end to 2023 - AI arrived with a thunderclap through systems like ChatGPT that gave the world a glimpse of our automated future. And this is only the prelude, with even more powerful models set to launch in 2024¹, permeating industries far and wide just like electricity transformed everything over a century ago. We always envisioned launching this fund to capitalise on Europe’s overlooked innovation potential across sectors on the cusp of breakthrough. Now, with transformational platforms going mainstream alongside an enabling ecosystem still being built across the continent, we are thrilled to be at what we consider to be the investment epicentre, seeking to compound big winners for years as AI enhances decision-making and productivity like no prior general-purpose technology. The Coming Waves2 of progress start now!


Download the full commentary below:

Aperture European Innovation Commentary Q4 2023.PDF

The latest views, research and investment insights from the experts of our ecosystem


© Generali Investments, all rights reserved. This website is provided by Generali Investments and is considered as a marketing communication and financial promotion related to the products and services of the following companies belonging to the Generali group: Generali Investments Partners S.p.A. Società di gestione del risparmio, Generali Insurance Asset Management S.p.A. Società di gestione del risparmio, Generali Investments Luxembourg S.A. and Generali Investments Holding S.p.A. (hereinafter jointly, Generali Investments). Moreover, the website may contain marketing communication and financial promotion of products and services of companies part of the multi-boutique platform coordinated by Generali Investments Partners S.p.A. Società di gestione del risparmio, and in particular of Infranity, Sycomore Asset Management, Aperture Investors LLC., Plenisfer Investments SGR, Lumyna Investments, Sosteneo Infrastructure Partners SGR, Axis Retail Partners S.p.A. and Generali Real Estate S.p.A. Società di Gestione del Risparmio