Thoughts on the Coatue innovative strategies fund(CTEK)?

Investor summaryNeutral

Author asks for thoughts on CTEK, noting its strong AI exposure and historical performance, but warns of bubble risks and high fees.

Bull points

Provides decent exposure to AI and related adjacencies
Historically well-performing fund

Bear points

Potential AI bubble could impact portfolio names
High fees and minimum investment requirements

CTEKAI 资本开支

Post body

Has anyone looked into (or invested in) this?

Provides quite a decent exposure to AI and related adjacencies under a good/historically well performing fund.

Potential bubble aside which will impact some names in their portfolio (and fees + min investment amount), genuinely curious to hear people’s thoughts on this.

Thanks in advance.

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