A strong June capped a robust first half for Discovery Capital Management, reinforcing Robert Citrone's belief that the next phase of the AI boom will be less about owning the biggest AI names and more about identifying the companies supplying the technology that makes AI possible. The Tiger Cub is also finding opportunities in emerging markets and positioning for a weaker U.S. dollar.The macro/fundamental equity hedge fund gained 7.65 percent in June, bringing its year-to-date return to 27...
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