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Nzscapital coverage.

Every story in the WeSearch catalog tagged with #nzscapital, chronological, with view counts. Subscribe to the per-tag RSS feed to follow this topic in your reader of choice.

2 stories tagged with #nzscapital, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.

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RELATED TAGS
#software-sector1#ai-disruption1#market-mispricing1#investment-strategy1#growthequity1#q120261#shareholderletter1#aidisruption1
SEEKING ALPHA

NZS Capital Q1 2026 Shareholder Letter

NZS Growth Equity strategy had a gross return of -8.75% and net return of -8.91% for the first quarter. Read more here.…

5 views ·
#growthequity#q12026
SEEKING ALPHA

Blanket Sell-Off In Software Is Creating Wild Mispricing

For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. Read more here.…

4 views ·
#software sector#ai disruption#market mispricing

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