Michael Barton

Sector Head at Coatue focused on public equities and TMT investing; experienced investor who covered digital advertising, AI infrastructure, and the intersection of public and private tech.

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Oct 23, 2025 • 1h 7min

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy

Michael Barton, Sector Head at Coatue, dives into how the $70B hedge fund navigates market shifts. He discusses the profound impact of retail investors post-Gamestop and how Coatue leverages insights from online platforms like Reddit for idea generation. Barton highlights AI as a game-changer in advertising revenue and the integration of public and private investing. He emphasizes the need for adaptive risk management and the art of crafting concise pitches to win buy-in from stakeholders, ensuring Coatue stays ahead in the tech landscape.

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