This paper reviews early evidence that algorithms can read GP reports, forecast cash flows, and benchmark funds. But it also shows where the limits lie. Should Limited Partners use AI to assist with investment decisions? was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.| Alpha Architect
Today, machines are not only processing data but interpreting narratives, forecasting returns, and constructing investment theses once reserved for humans. This paper examines how AI is reshaping the role of the discretionary PM, arguing that the edge isn’t disappearing — it’s migrating. When the Machine Becomes the Portfolio Manager was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.| Alpha Architect