The Nightly featured our global equities fund in their December 2025 roundup of Australia's top stock pickers, sharing investment tips for 2026. Our co-founder, Thomas Rice, shared his perspective on technology sector opportunities, highlighting compelling opportunities in the memory chip sector. He noted the significant price increases in memory components and explained his bullish stance on US manufacturer Micron and South Korean company SK Hynix, stating:
"So memory prices have shot through the roof, and these stocks have done well, but I think these prices will last longer than people think," he said.
This investment thesis extends to shorting computer manufacturers like Lenovo, Dell and HP, as we anticipate soaring memory chip costs will compress their profit margins.
Thomas also identified Polish game developer CD Projekt as a strong opportunity, expecting the company's earnings power to double or triple from 2027 onwards as they accelerate their game release cycles from every five years to every two to three years.
Our portfolio management approach delivered strong results, with Minotaur Capital returning 19.8 per cent after fees over the 12 months to November 28. The article positioned us among Australia's leading fund managers navigating complex market conditions. To read the article, click the link below.