Hedge Fund Startup That Replaced Analysts With AI Beats the Market

13 Feb, 2025 | Bloomberg
Hedge Fund Startup That Replaced Analysts With AI Beats the Market

We're pleased to share coverage from Bloomberg highlighting our strong performance as an Australian global equities fund that's revolutionising investment management through artificial intelligence. Our hedge fund, Minotaur Capital, delivered exceptional returns of 13.7% in our first six months, significantly outperforming the MSCI All-Country World Index's 6.7% return.

As a Sydney-based global equities fund, we've pioneered an innovative approach by replacing traditional equity research analysts with AI technology. Our co-founder Armina Rosenberg explained the cost benefits of this strategy:

"We're looking at about half the price," she said, in terms of the cost of AI versus a junior analyst's salary.

Our AI-driven strategies involve processing approximately 5,000 news articles daily, enabling us to identify potential investment opportunities across all globally listed equities. The Minotaur Global Opportunities Fund targets companies with the potential to double in three years or achieve tenfold growth over a decade.

Rosenberg elaborated on our approach:

"There's way too much information out there for people to deal with, so it's a funnel for companies undergoing a strategy change in order to tell us, hey, there's an inflection point here, now you decide whether you think it's worth looking into or not," she said.

We're among a growing number of funds experimenting with AI technology while maintaining rigorous portfolio management standards. 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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