Minotaur was featured in Livewire's 2026 Outlook Series, which was filmed on 9 December 2025, where leading Australian fund managers shared the biggest investment opportunities for the year ahead. Our Portfolio Manager, Armina Rosenberg, identified AI-dislocated software companies as a compelling opportunity for investors in 2026.
NOTE: Please read our latest December quarterly for our updated views on software stocks.
In the piece, Armina highlighted how quality software companies with defensible competitive moats are being overlooked:
"I think the biggest opportunity is going to be AI dislocations, particularly in software... there's been a lot of opportunities created in software."
She pointed to Atlassian as an example, noting the company is down 50% from its peak despite maintaining over 20% revenue growth and having 3.5 million monthly users engaging with its AI features. Companies using AI coding tools are actually increasing their usage of platforms like Jira, contradicting the market's negative sentiment. This dislocation presents attractive opportunities for identifying mispriced quality businesses in the software sector.
To watch, read or listen to the piece, click the link below.