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AI Is the Buzz—But Here’s Where the Real Opportunities Are

February 24, 2026
in Trade Tube
Reading Time: 1 min read
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In this week’s episode of ETF Spotlight, Jacob Hemmer, Chief Investment Officer at SRH Funds, breaks down the strategy behind the SRH Funds US Quality GARP ETF (SRHQ) and where he sees real growth opportunities in 2026.

00:00:00 Introduction
00:00:33 AI and Tech Investments
00:01:43 Growth at a Reasonable Price
00:02:56 Sector Rotation Opportunities
00:03:18 Pro-Rotation Camp
00:04:19 Spotlight on Schrage Funds
00:05:29 Quality Growth Definition
00:05:34 Notable Holdings
00:05:55 Price vs. Value
00:07:15 Mid-Cap vs. Small Cap
00:08:34 Market Direction
00:09:48 Risk vs. Reward
00:11:05 Wrap-Up & Key Takeaways

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