Erika Klauer, Chief Investment Officer and founder of Science & Technology Partners (S&T Partners), pitched two ideas at the Invest For Kids 2025 conference, first outlining her firm’s approach to technology and healthcare investing amidst current market concerns about an AI bubble.
S&T Partners, a Connecticut-based hedge fund with approximately $400 million in assets under management (AUM), maintains a constructive outlook on AI, provided investors rigorously select companies that are leveraging AI profitably today. Klauer’s core thesis centers on identifying high-growth, high-multiple technology and healthcare firms - the kind of investments S&T Partners tends to "love expensive things" - which, upon deeper analysis over a three-to-five-year time horizon, prove to be substantially less expensive than initially perceived.
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Klauer, who previously served as a Portfolio Manager for large cap growth and technology equity strategies at Jennison Associates for over two decades, presented two core holdings which are detailed below.
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