J Safra Sarasin's portfolio manager Godziek is digging beyond AI

As tech markets recalibrate, Tomasz Godziek, head of thematic equities at J Safra Sarasin Sustainable Asset Management, is betting on ‘deeptech’ plays that will last beyond the current cycle. Rather than chasing AI-drive hype, his $414m (CHF 365.1m) Tech Disruptors Fund targets themes like cybersecurity, new semiconductor architectures and quantum…