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OTA LEADERSHIP INDEX

Luis Berruga

ARCHETYPE

The Visionary

The future, and what is barely possible, reads round the next corner.

Luis Berruga reads as The Visionary because he has oriented Global X entirely around anticipating structural economic transformation before it becomes consensus. He argues that transformative companies like Google were only capturable by investors who rejected present-tense thinking, and he frames robotics, AI, and cloud computing as structural shifts rather than sectors. That conviction, that product strategy should be built around historical inevitability rather than current demand, defines his leadership.

IN THEIR WORDS, WHY VISIONARY

The world is changing at the fastest pace that we have seen at any point in history. Many financial advisors and clients are telling us that an investment approach that looks into the future is needed, and that's where thematic investing comes into play.

EXPLAINING THEMATIC INVESTING PHILOSOPHY

How do you invest in Google or Facebook in 2003? You only invest in those companies if you are taking an investment approach that is looking into the future, because those business models simply didn't exist.

MAKING CASE FOR FORWARD-LOOKING INVESTMENT

We look at very powerful, disruptive macro level trends that we think will shape the economy over the coming decades — robotics and artificial intelligence, cyber security, cloud computing. We're literally looking for structural shifts in the economy.

DESCRIBING THEMATIC ETF SELECTION FRAMEWORK

MASTERS IN BUSINESS

Masters in Business: “Luis Berruga on ETF Investments”

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Luis's full six-dimension Leadership Index profile is held pending their validation. The archetype shown is the OTA analyst-rated read. How we read a leader →

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