We recently featured in Marcus Today's On the Couch podcast, where our co-founder, Armina Rosenberg, discussed how we're building an AI-native global equities fund. The conversation explored our approach to investment management and how artificial intelligence is transforming equity research and portfolio management.
Armina shared her journey from Western Sydney to running global equities for an Atlassian founder before launching Minotaur Capital. The discussion centred on our proprietary AI system, Tauriant, and how we're using it to identify structural market changes earlier than traditional strategies. As Armina explained, her mission is to "broaden who allocates capital and sharpen how capital is deployed."
The podcast covered how our AI-driven workflow compresses research cycles from days to minutes whilst keeping human judgement central to our investment process. We also discussed our 2026 market outlook, addressing AI adoption, volatility, and potential software sector risks.
The episode explored whether there's a tech bubble or simply market rotation, alongside practical lessons from launching an Australian fund manager in the competitive global equities space.
To listen to the podcast, click the link below.