Andvari Associates’ Strategic Investment Highlights Martin Marietta Materials
Andvari Associates’ 2026 investor letter discusses using AI tools but notes extreme AI hype and potential demand decline within 1–3 years. The fund says it minimized exposure to the AI sector while still citing Martin Marietta Materials as a minor beneficiary of construction activity tied to data centers and power generation. Shares closed at $517.07 on Sept. 2, 2026, with a one-month return of -3.94% and -16.46% over 52 weeks.