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AI Dominates Media: Sports Teams Thrive in Value

2/3/2026

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Summary

Story summary

Ian Charles, managing partner of Arctos Partners, says live sports gain value as AI-generated content dominates media.
He notes North American sports teams have outperformed public equities across timeframes, making them attractive.
The NFL's approval for private equity firms to buy minority stakes reflects this trend.
Charles says sports teams have stable revenue and anti-cyclical traits, and one women's sports league will eventually gain global prominence.

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Story summary

Ian Charles, managing partner of Arctos Partners, says live sports gain value as AI-generated content dominates media.
He notes North American sports teams have outperformed public equities across timeframes, making them attractive.
The NFL's approval for private equity firms to buy minority stakes reflects this trend.
Charles says sports teams have stable revenue and anti-cyclical traits, and one women's sports league will eventually gain global prominence.