The Australian recently covered our plans to potentially launch an exchange traded fund (ETF), which would give retail investors access to our AI-powered global equities fund. Since launching our global opportunities fund in mid-2024, we've delivered 39.6 per cent returns (net of fees), outperforming our benchmark, the MSCI All Country World Index, which returned 32.8 per cent. Our approach uses our proprietary AI programme, Taurient, which scans 35,000 articles weekly to identify investing opportunities across global equities. This AI-driven equity research allows our team of just three people to operate efficiently, with artificial intelligence performing the work traditionally done by 20 analysts.
Our co-founder Armina Rosenberg commented on the ETF plans:
There's a cost impost to going retail in launching an ETF. So we have to weigh that up. Having said that, we've had a lot of interest from investors that want exposure from an ETF point of view. Obviously the whole usage of AI fundamental analysis really resonates with a lot of people. It's a real point of difference.
As Australian fund managers using AI in portfolio management, we continue to evolve our strategies, recently implementing autonomous AI agents that conduct independent research. To read the article, click the link below.