The young fundies using AI to beat the index

12 Jun, 2025 | The Australian
The young fundies using AI to beat the index

We're pleased to share insights from our recent feature in The Australian, which highlights our innovative approach to global equities investment management. As an Australian-based global equities fund, we're revolutionising traditional strategies by leveraging AI technology to enhance our investment process.

The Minotaur Global Opportunities Fund has delivered impressive results, returning 23.5% net of fees for the financial year to date, significantly outperforming the MSCI ACWI benchmark's 17.4% return. This performance demonstrates the effectiveness of our AI-driven approach to investing in global equities.

Our proprietary software, Taurient, developed by co-founder Thomas Rice, scans 35,000 articles weekly to identify investment opportunities across global markets. As our co-founder Armina Rosenberg explains:

"Search is a huge issue for fund managers. There are 60,000 listed companies in the world, there's 10,000 billion-dollar-plus companies in the world."

This technology enables us to operate efficiently with just three team members, eliminating the need for traditional equity research analysts, while maintaining superior portfolio management capabilities.

Our approach has created an eclectic portfolio spanning small, mid and large caps across global markets, including companies like Polish video-game developer CD Projekt and Japanese pharma play Chugai Pharmaceutical.

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).

The information in this website (the Information) has been prepared by Minotaur.

This information is for general information only and is not an offer for the purchase or sale of any financial product or services. The Information has been prepared for investors who qualify as wholesale clients under section 761G of the Corporations Act 2001 (Cth) (Corporations Act) or to any other person who is not required to be given a regulated disclosure document under the Corporations Act. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given Sandford Capital, Minotaur, K2 Asset Management or any other person. To the maximum extent possible, Sandford Capital, Minotaur, K2 Asset Management or any other person do not accept any liability for any statement in this Information.