
Titled “Data, not magic: How information makes us better investors in the age of AI,” Víctor explores the idea that “AI brings no advantage to investors unless it is powered by the right data: the key is knowing where to look”.
Since its inception, one of Qualitas Funds’ core pillars has been its strong reliance on technology to support better investment decision-making, not only through AI, but also with other tools. The most well-known is Qualitas Insight, a proprietary platform with data on thousands of funds and transactions, allowing us to build diversified and optimal portfolios for our investors.
In the piece, Víctor highlights: “From an investor’s perspective, it’s highly valuable to seek managers who know the terrain, who understand where to look and who to talk to. Those who, thanks to their specialization, have access to off-market deals, management teams with experience in specific environments, and local dynamics others often overlook. In an investment program, breadth is not incompatible with depth, and a proper level of diversification can be achieved by combining multiple lines of high specialization, contributing alpha to the portfolio”.
You can read the full article here: El Economista