How a Prominent Fund Manager Dodged 2026’s Software Stock Rout

Rajiv Jain wasn’t alone. Other investors had warned about what they considered overly optimistic expectations for many technology stocks well before Anthropic’s early-February announcement of enhanced artificial intelligence capabilities sent software stocks—and others—reeling. But few mutual fund managers matched the boldness of Jain’s proclamations or the decisive portfolio shifts enacted by Jain and his team … Read more