OTA LEADERSHIP INDEX

Luis Berruga

83
LINES ON RECORD
1
APPEARANCE
1
SHOW
2022–2022
ON RECORD

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.

IN THEIR WORDS, WHY VISIONARY

Is fundamentally different. First of all, I think the amount of investors that participate in the financial markets is much smaller than it is in the US I think the financial advisors are used, but not as widely used as they are in the US. And definitely the retail market participation is significantly lower than you can see in the US.

MASTERS IN BUSINESS

Well, in this particular case, we are doing that through OTC derivatives. It's a fairly complex product. We try it for the most part. We try to follow a passively managed approach to all of our ETFs. In this particular case, it was very difficult to provide that structure through like a passively managed strategy.

MASTERS IN BUSINESS

I love it, and I'm quite frankly playing sports, it's a big part of who I am, and I just love watching the World Cup. It is true that this year's World Cup feels for whatever reason a little bit different, but I will tell you, I mean, when I first moved to Chicago from Spain, this was 2003, which is crazy.

MASTERS IN BUSINESS

Liquidity, or for example, you don't include companies that have less than $100 million in market cap. So if a company drops below that level, it's automatically removed from the index at the next rebalance. And by doing so, You eliminate the challenge of having to trade in some of those illiquid names.

MASTERS IN BUSINESS

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 →

THE RECORD IS CHECKABLE