MLD ALPHA - AI

Owning the Infrastructure of Artificial Intelligence

Introducing MLD ALPHA - AI

The Next Frontier of Growth

Exclusively managed by MLD Wealth, MLD Alpha - AI is a focused equity portfolio positioned for the structural shift toward artificial intelligence and global electrification. It targets the power, materials, and compute infrastructure that underpin rising demand for energy and capacity.

Built for long-term, compounding returns, Alpha AI maintains disciplined exposure to sectors driving the next phase of industrial growth.

FUND FACT SHEET

OVERVIEW

WHY MLD WEALTH

Why Choose the MLD Alpha AI Portfolio?

Targeted Exposure: Direct access to the power, compute, and materials driving global AI expansion.

High-Conviction Growth: Focused on long-term structural demand rather than short-term cycles.

Institutional Process: Built with disciplined research, risk controls, and seasoned portfolio management.

Strategic Diversification: Complements traditional equity allocations with a distinct thematic focus

Is this Portfolio right for you?

Growth Oriented Investors: Suited for those seeking focused exposure to the AI and electrification ecosystem.

Long-Term Mindset: Best for investors with a multi-year horizon and comfort with equity volatility

Thematic Allocation: Ideal for those who prefer concentrated strategies over broad index exposure.

Portfolio Enhancement: Fits well as a satellite position alongside core public market holdings.

Why Choose MLD Wealth

Experienced Leadership: Portfolio oversight from nationally recognized professionals with deep market expertise.

Institutional Capabilities: Access to public, private, and thematic strategies supported by rigorous research.

Client-Centered Approach: Direct guidance, clear communication, and a disciplined long-term philosophy.

Built for High-Net-Worth Families: Designed to simplify complexity, improve structure, and support lasting outcomes.

Key Features

Managed In-House by MLD Wealth

Alpha AI is managed directly by MLD Wealth’s portfolio team, the same professionals behind over $1.4B in assets. Every decision, from sector rotation to position sizing, is made in-house with full accountability and alignment to client outcomes.

Institutional Discipline, Private-Client Access

Built on the same framework as MLD’s institutional strategies, Alpha AI offers private investors access to a disciplined, actively managed portfolio usually reserved for large funds and pensions.
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Tactical, High-Conviction Positioning

This portfolio concentrates on the most powerful growth themes in the real economy, AI compute, power generation, and critical materials, dynamically rebalanced to capture opportunity and manage risk as cycles evolve.

Liquidity and Transparency

Alpha AI is fully liquid and priced daily. Investors can see holdings, performance, and allocation changes with total transparency, combining the clarity of public markets with the insight of institutional oversight.
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Performance-Linked Alignment

Fees are results-based. A performance fee only applies when returns exceed the portfolio’s hurdle rate, ensuring MLD earns more only when clients do. This alignment reinforces disciplined execution and long-term focus.

Built for AI Investors

ALPHA – AI is built for investors who want meaningful exposure to the forces driving global transformation. It focuses on the economy behind artificial intelligence, the infrastructure that powers progress and sustains innovation.

Meet The Managers

Chad Larson

SENIOR PORTFOLIO MANAGER

Chad leads ALPHA – AI, bringing the same discipline and judgment that have earned him national recognition as one of Canada’s top advisors. His experience includes being named among the country’s most influential investment professionals, Top Under 40, and part of the Globe and Mail / Shook rankings of top advisors. Chad oversees the strategy with a focus on identifying where long-term demand for compute, power, and critical materials is creating durable opportunity. His approach combines market awareness, risk discipline, and a commitment to managing client capital with care and accountability.

Matt Trutina

ASSOCIATE, BUSINESS DEVELOPMENT

Matej supports the ALPHA – AI strategy by helping the team stay connected to developments across the sectors powering AI’s infrastructure. His role spans research support, theme tracking, and contributing to client communication around the strategy. He brings a steady, practical perspective to the work and helps ensure the team remains aligned with the broader forces shaping the portfolio. His focus is on being reliable, informed, and client-centered, strengthening the team’s ability to deliver a thoughtful and disciplined investment experience.