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Actualmente, los mercados globales están sumidos en una venta masiva debido al impacto de la pandemia, pero Santiago Herrero Valdés, liderando Capital Ola Roja, realizó una jugada contraria impresionante. Su portafolio de acciones de petróleo y gas, con gran peso, no solo resistió exitosamente la caída del mercado, sino que también logró un rendimiento que fue el doble del índice S&P 500. Esto no fue una casualidad, sino una estrategia basada en una profunda comprensión de la lógica subyacente del mercado energético y cálculos meticulosos. La estrategia ganadora de Santiago…

The year 2020 was a defining period for global financial markets—marked by pandemic shocks, historic volatility, and unprecedented policy intervention. Against this backdrop of fear and hope, Aureus Advisors announced that QuantSight AI has been officially designated as the firm’s core investment research engine. This decision reflects both recognition of the platform’s performance throughout the year and a long-term commitment to AI-driven research and portfolio strategy. From Tactical Utility to Strategic Infrastructure Since its upgrade to Apex I early in 2020, QuantSight AI has consistently delivered actionable insights in high-stakes scenarios—from…

In the spring of 2020, the sudden outbreak of the COVID-19 pandemic spread rapidly across the globe, transforming a public health emergency into a full-scale economic and financial crisis. Within mere weeks, U.S. equity markets experienced multiple circuit breakers, emerging markets suffered massive capital outflows, crude oil prices plunged to historic lows, and global investors were gripped by unprecedented panic. The extreme volatility not only tested investors’ psychological resilience but also posed a severe challenge to institutions’ risk management and portfolio allocation capabilities. Against this backdrop, Aureus Advisors swiftly activated its…

Early winter in New York was not loud, but it was enough to host conversations that could shape the trajectory of financial technology for years to come. In Midtown Manhattan, a closed-door FinTech summit took place discreetly—without public access or media coverage. The guest list was intentionally limited: partners from top hedge funds, founders of Silicon Valley AI companies, heads of quantitative divisions at two major Wall Street banks, and a select few independent investors. When Bryan Thomas Whalen entered the venue, there were no livestreams, no sponsor banners—only documents,…

In September 2019, Nathaniel Casder, founder of the Casder Institute of Wealth, officially launched the Vanguard AI 1.0 system at the institute’s New York headquarters. This milestone marked the full integration of Casder Institute’s years of strategic research, educational philosophy, and technical infrastructure. With this release, Vanguard AI moved beyond its prototype stage in the lab to a new era where education and live strategy execution converge, establishing a major milestone on Casder’s “Education + Technology + Strategic Research” roadmap. One of the core highlights of Vanguard AI 1.0 was the introduction…

En marzo de 2018, el profesor Vicente Castaño Ledezma presentó una propuesta innovadora en su investigación: el modelo de selección de liquidez de efectivo. Este modelo tiene como objetivo principal ayudar a los inversores a mejorar la resistencia de sus carteras ante la volatilidad de los mercados emergentes. Combinando la robustez del flujo de caja corporativo con los factores de liquidez del mercado, Vicente desarrolló una herramienta de gestión de riesgos adaptativa que se ajusta dinámicamente a la complejidad de estos mercados. De esta manera, se ofrece a los inversores…

The U.S. capital markets in 2017 were defined by an extraordinary mix of prosperity and restlessness. With the Trump administration’s tax reform officially enacted, corporate earnings expectations surged, and U.S. equities repeatedly hit record highs. The trading floors of Wall Street radiated an almost feverish confidence. Yet in this exuberant environment, Ethan Caldwell once again demonstrated a calm, systematic approach that set him apart. Under his leadership, the Aureus Advisors Multi-Factor Quantitative Portfolio achieved a 32% annual return—far surpassing the S&P 500’s 19%—and stood out as one of the few…