Artificial intelligence is not a single industry — it's a foundational technology rewriting cost structures, productivity and competitive dynamics across every sector. Logan's clients access AI not as a speculative bet, but as a measured, diversified allocation through proven institutional vehicles and direct positions in the small handful of companies most likely to capture the structural value being created.
Investment in companies building, deploying or being transformed by artificial intelligence — foundation-model developers, enterprise AI infrastructure (compute, data, tooling), vertical AI applications in healthcare, financial services, defence and creative industries, and AI-enabled portfolio companies inside broader funds.
AI is a step-change in productivity across global services and software industries. The capital cycle behind it is the largest of the decade. Approved late-stage private-equity vehicles on Logan's APL have built positions in the highest-profile AI companies at scale and have track records well above benchmark.
Primarily through institutional late-stage private-shares funds that hold AI companies as part of a broader pre-IPO innovation book. For wholesale clients, Logan can also size targeted direct allocations sourced through Boston Global Group's network where access is offered to BGW clients on favourable terms.
AI is the most fashionable theme in markets and therefore the most exposed to valuation reset. Positions are private and illiquid (or listed and volatile). The discipline matters more than the theme — diversification, valuation sensitivity, position sizing, and an honest view on which businesses are real cash-generators versus theme proxies. Returns are not guaranteed; capital is at risk.
Logan will tell you straight — whether it earns its place, how much would make sense, and how it fits alongside what you already hold.
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