Author: Michael Foster, Contrarian Outlook

Setup for future gains and steady income, it holds high-quality tech names like NVIDIA (NVDA), and private ones, like Anthropic, maker of Claude, one of the leading AI models.

Trading at an 8% discount to NAV, it’s delivered a total return that’s beaten the S&P 500 over the last five years.

Trading at an 8%-plus discount to NAV, it’s crushed the market in 2026 holding names like NVIDIA (NVDA), Bloom Energy (BE), Lam Research (LRCX) and other cutting-edge companies.

It’s easily outrun the S&P 500 since 2017, when it was the original buy in my service portfolio.

Trading cheaper than it should be, it pays a 4.2% dividend yield and offers a compelling combination for investors who want a piece of the AI infrastructure buildout without paying premium valuations.