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

October 8, 2026 · 10:55 am 1 sources

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Coverage

Coverage

• After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
  MarketWatch · October 8, 2026 10:55
  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.