We are excited to share insights from the Australian Financial Review's feature on our Portfolio Manager, Armina Rosenberg, highlighting her exceptional journey in Australian investment management. This profile showcases the diverse talent driving innovation in global equities strategies across Australia's financial sector.
Rosenberg's background demonstrates the evolving landscape of Australian fund managers, bringing fresh perspectives to equity research and portfolio management. Her experience spans leading investment firms including JPMorgan, where she developed expertise in equities that now informs our investment approach at Minotaur Capital.
The article emphasises the importance of diversity in investment management, with Rosenberg noting:
"The industry is definitely acknowledging there is a need for diversity of thought and opinion and thus diversity of background. People are now talking about how the more diversely informed you are, the better investor you are."
Her insights on enterprise software-as-a-service companies and technology investments align with current market trends. As she explains in the article:
"One of the main ways we play listed equities, and we are talking our own book here, we believe enterprise software-as-a-service companies are driving innovation globally, they are making processes cheaper better and faster."
The profile reinforces our commitment to attracting top-performing talent who bring unique perspectives to global equities management.
This coverage in the Australian Financial Review showcases the calibre of professionals driving our investment strategy.
To read the article, click the link below.