Perpetual's innovation fund returned over 40% in FY23. Here’s what PM Thomas Rice is backing for the coming year

19 Jul, 2023 | Livewire
Perpetual's innovation fund returned over 40% in FY23. Here’s what PM Thomas Rice is backing for the coming year

We are pleased to share insights from our portfolio manager Thomas Rice's interview with Livewire, where he discussed the remarkable 43.62% returns achieved by the Perpetual Global Innovation Share Fund in FY23. This article demonstrates that, even prior to launching Minotaur Capital, we understood the importance of deep technology expertise in today's rapidly evolving investment landscape.

Rice's success demonstrates our commitment to rigorous equity research and innovative global equities strategies. His approach to AI and technology investments has proven particularly valuable, with strategic positions in companies like Nvidia and Palantir delivering exceptional returns for the Perpetual Global Innovation Share Fund.

"You need a fundamental understanding to work out what's real and what's hype in technology. And that's really a prerequisite for working out what are the impacts on different stocks in the market," Rice explained to Livewire.

His portfolio management philosophy emphasises nimble positioning across global markets, from gaming companies like CD Projekt SA to emerging AI technologies. Even now, we continue to focus on identifying the next generation of technology winners while maintaining disciplined risk management.

Looking ahead, Rice noted: "Particularly in this calendar year, we've seen a tremendous bull run in US technology and high growth sectors. My view is that we're not likely to see the same pace going forward."

To read the article, click the link below.

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Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

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