July 21, 2025

A lot has happened in the year since I wrote my last commentary, but the most-common question topic over that time continues to revolve around artificial intelligence (AI). This wasn’t a surprise to us (or I’m assuming anyone reading this), since AI continues to dominate headlines, dinner conversations and, increasingly, investor thinking. Many of the financial advisors we speak with are now being asked by clients how AI will impact the world and their portfolios.

Across our recent conversations, AI questions generally fall into three buckets:

  • How is EdgePoint using AI?

  • How are our portfolio companies using AI?

  • How could advisors benefit most from the AI trend?

I’ll use this commentary to answer each question.