James Miller, cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities Fund, shares his unconventional journey into funds management. He dives into how to use AI tools to refine investment strategies and assess company management teams effectively. James discusses the nuances between Australian small caps and global large caps, emphasizing the critical link between earnings and market expectations. He also reflects on diversity in investment teams and shares insights on emerging sectors like the growing market for GLP-1 medications.