Juan Orbea
@juanorbea
@juanorbea
future of nuclear energy and Sustainability & Climate Change
"Most people are other people. Their thoughts are someone else’s opinions, their lives a mimicry, their passions a quotation.”
— Oscar Wilde
future of nuclear energy and Sustainability & Climate Change
Investment philosophy on "complexity investing" from NZS Capital, emphasizing the need to embrace extreme events, balance resilience and optionality, and focus on quality, growth, and understanding change in portfolio construction.
by NZS Capital
NZS Capital poses that the economy and the stock market are best studied as complex adaptive systems akin to biology. They emphasize investing in companies that are adaptable, long-term focused, innovative, possess long-duration growth, and maximize non-zero-sum outcomes. The approach involves fewer, larger positions in companies highly adaptive to disruption, high levels of quality, growth, and context, and smaller positions in companies with a wide range of potential outcomes.
Artificial Intelligence and Natural Language Processing (NLP)