We're pleased to share insights from our recent feature in The Australian, which highlights our journey as an innovative Australian global equities fund. Our co-founder, Armina Rosenberg's story, demonstrates how Minotaur Capital has emerged as a distinctive voice in investment management, particularly through our pioneering use of artificial intelligence in equity research.
As featured in the article, our unique approach to global equities strategies sets us apart in the Australian fund management landscape. Rosenberg explained our competitive advantage:
"Our unique selling proposition is that we use artificial intelligence and large language models to help generate ideas, triage ideas, and do deeper research on the stocks we are looking at. It means we are a lot more efficient, and we do things cheaper, better and faster."
Our proprietary portfolio management software, Taurient, processes approximately 35,000 articles weekly to identify mispriced opportunities across global markets. This AI-driven approach has enabled our Global Opportunities Fund to build a diverse portfolio spanning from Polish gaming companies to sustainable construction materials firms.
The article details our focus on investment strategies that leverage technology for superior outcomes. Rosenberg's partnership with veteran fund manager Thomas Rice, formerly of Perpetual Global Innovation Share Fund, strengthens Minotaur's position in the global equities space. The piece also explores Rosenberg's background and her selection as one of 12 women fund managers for Geoff Wilson's Future Generation Women philanthropic investment fund.
To read the article, click the link below.