Doug Clinton’s Post

Wow. More social and capital proof that the era of AI-powered capabilities and products in investment management is here....

Santa Claus or not, AI is enjoying the market's recent rally. Over 85% of my 35 AI-powered Intelligent Alpha strategies are beating market benchmarks. That's the highest winning percentage since I began tracking AI vs the S&P 500 in July. I started testing AI vs markets because I thought it would perform well vs markets in the long run, and if you're not early you're late. I never expected AI to win so consistently this early. And it's still early. AI will only get more capable of here. The next mega shift in assets will be from both passive and active human-managed strategies to AI-powered strategies. That mega shift will be even bigger than the shift we've seen from active to passive over the past few decades. I've been saying the future of investing is intelligent, but so is the present with performance like this.

What won't AI change about investing? I just read Morgan Housel's new book inspired by Bezos' legendary question about seeking stasis vs change. Owning companies that persistently grow free cash flow should result in superior returns over time, AI won't change that. AI should embrace it. That's the philosophy I build into Intelligent Alpha's AI-powered strategies that are still performing great against markets. Another rally week in the books and still more than 60% of Intelligent Alpha strategies are ahead of benchmarks. Conviction strategies of our gen AI committee's top picks are doing particularly well against benchmarks. The future of investing will always be about cash flow, and it's going to get more intelligent.

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Exploring the boundaries of AI in investing! 🚀Exciting insights on #AI's impact on #investing, #RFPs, and #portfoliomanagement by Citywire at the CEO Summit. Don't miss it! Check out the discussion here: https://bit.ly/3UvoDqN

While a massive disruptive force, #AI is only as good as its data. Having the right data strategy decides how effectively #AI and machine-learning tools can be used. To bolster their AI use, private equity and venture capital firms have invested in external data sources, often referred to as alternative data. From social media and news feed to government reports, this information can help investors gain an outside-in view of a company, and a broader perspective on the markets in which it is operating. Harvard Business Review https://deloi.tt/3uSXNiq

Are you learning about AI as quickly as it can learn about you? Watch Peter Ackerson and Maggie Sprenger talk about how new technologies are changing the here and now, as well as the future.Still curious? Sign up to learn more about private markets and artificial intelligence here: https://lnkd.in/e_z-DasM

The shape of artificial intelligence is constantly shifting. What shape will AI be ten years from now? What should you think about when investing? Peter N. Ackerson and Maggie Sprenger, general partners at Audere Capital, joined us for a conversation about the long-term value proposition of artificial intelligence. Watch the full video here: https://lnkd.in/eWnCEcBE Curious and want to learn more? Drop us a line at https://lnkd.in/gW4ftM5G #wealthmanagement #privatemarkets

AI & Private Equity: More Than Just Investments. 🚀 Generative AI's potential in PE isn't just limited to Wall Street investments; it's reshaping dealmaking, driving profitability, enhancing decision-making, and uncovering hidden opportunities. Every PE firm looking to future-proof their operations needs to check out @[Egnyte](urn:li:organization:1015589) CTO Amrit Jassal's recent piece in@[ Forbes Technology Counci](urn:li:organization:11075183)l, the insights are game-changing! Dive into the full article here. 🔗 👇 #ai #artificialintelligence #generativeai #pe #privateequity

As the AI frenzy intensifies, supply chain leaders are engaged in a once-in-a-generation bet with their competitors. Who will seize the AI moment and get to AI ROI the quickest?    🔊 The headline: 88% of companies are dreaming about AI, but only a quarter of the supply chain leaders are seeing any impact on margin or revenues.    💡 Our pitch: Think like Warren Buffett. Ignore the mob outside and focus on a few simple fundamentals.    🗺️ The roadmap: After surveying 300+ supply chain leaders (including 100 CSCOs and COOs) and analyzing 500+ AI use cases, we’ve created our own AI investment playbook inspired by the legendary investor’s stock market wisdom – and you can find it all in Zero100’s latest report.    Members, head to the Zero100 Members Hub to dive into our new AI Investment Principles.    Non-members, check out the report preview here: https://lnkd.in/e9muW5VV