What top fundies learned in 2025, and how they'll act on it 2026

8 Jan, 2026 | Livewire
What top fundies learned in 2025, and how they'll act on it 2026

Livewire recently featured our co-founder and co-portfolio manager, Armina Rosenberg, in their 2026 Outlook Series, where leading Australian fund managers shared key lessons from 2025's dynamic markets.

We emphasised three critical takeaways that shaped our investment approach: adaptability, diversification, and AI integration.

"On the first point of adaptability, there's obviously been lots of headlines. We talked about how we should let the headlines wash over us, but we should adapt our thesis when it makes sense when the facts change," Rosenberg said.

Diversification proved essential in navigating geopolitical shocks and unexpected policy changes, whilst our deployment of AI in equity research represented a significant evolution. The technology advanced beyond initial idea generation into deeper fundamental analysis, with AI agents now providing 24/7 monitoring across every position in our portfolio.

These innovations helped us navigate one of the market's most challenging years. As we head into 2026, we're doubling down on these three pillars: adaptability, diversification, and AI integration.

To watch, read or listen to this piece from Livewire, click the link below.

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