Innovation Meets Conviction

In this fourth episode of Innovation Conviction, John Gross is joined by Nels Wangensteen and Ingrid Yin of MayTech Global Investments for part two of the 2025 webinar. The conversation explores the ongoing AI growth cycle—from infrastructure to applications and future embodiment. They examine AI’s emerging role in healthcare, from biomarker integration to robotic surgery. The team also dives into...

In this third episode of Innovation Conviction, John Gross is joined by Nels Wangensteen and Ingrid Yin, co-founders and portfolio managers at MayTech Global Investments, to explore key developments shaping their global growth strategy. The team reviews standout performance from 2024, the continued dominance of AI, and how themes like Globalization 2.0 and the “silver tsunami” are influencing port...

In this second episode of Innovation Conviction, John Gross joins Nels Wangensteen and Ingrid Yin to dissect the principles and practices behind long-term growth investing. The team reflects on cornerstone holdings like Amazon and Nvidia, detailing the research-driven conviction that has kept these positions in the portfolio for over a decade. They explore how the strategy thrives by identifying c...

In this debut episode of Innovation Conviction, John Gross moderates a conversation with MayTech Global Investments co-founders and portfolio managers Nels Wangensteen and Ingrid Yin. They explore the firm’s investment philosophy, rooted in long-term thematic research and fundamental analysis. Nels and Ingrid discuss their high-conviction views on the transformative potential of artificial intelli...

Welcome to the MayTech Global Investment podcast — where innovation meets conviction. Join the team at MayTech Global Investments as we explore global trends, disruptive technologies, and growth opportunities shaping the future of investing. From AI and the next generation of healthcare to opportunities resulting from evolving globalization trends, each episode brings our unique perspective, shape...