We were delighted to feature in Talk Money To Me's first-ever video episode, where our Co-Founder and Portfolio Manager, Armina "Arms" Rosenberg, shared insights into how our global equities fund leverages artificial intelligence in modern portfolio management.
During the comprehensive interview, Arms drew upon her extensive 15-year career spanning JPMorgan and elite family offices, including her experience managing the global equities portfolio for Atlassian's Mike Cannon-Brookes. The discussion covered what it's really like managing money for billionaires and how our proprietary AI engine, Taurient, uncovers investment opportunities globally.
As an AI-powered fund, we're exploring how technology can enhance traditional portfolio management approaches. Arms outlined her bold investment thesis on CD Projekt, the creators of The Witcher, and revealed her highest conviction stock pick for 2025, demonstrating our approach to global equities strategies.
The episode showcased how Australian fund managers are incorporating innovative technologies into their investment processes. Our AI-driven methodology represents one approach to the evolution of equity research and portfolio management in the modern investment landscape.
For investors seeking insights into how artificial intelligence is being applied to investment strategies, this episode provides valuable perspectives on our approach to global equities investing and Arms' market outlook.
To listen to the podcast, click the link below.