The Minotaur Team

Our team is unlike anyone you have ever seen managing equities in Australia.

At the core of their DNA is the combination of a technology mindset, including an ability to develop software and a passion for equities investing culminating in 35 years' of experience in the funds management industry.

A true team, diverse in perspective and background but with complementary skillsets leading to a broader remit than most other managed funds. In September 2026 the founders were joined by their first investment analyst, working alongside our AI agents.

Armina
Rosenberg

Co-founder, Portfolio Manager

8 years sell-side research at JPMorgan
2 years at prominent family office
5 years managing the global equities portfolio of one of the Atlassian founders

Thomas
Rice

Co-founder, Portfolio Manager

11 years rising up the ranks at PM Capital
9 years at Perpetual, 6 running the high-performing Global Innovation Fund
Coding since a young age and built our system, Taurient

Emmily Lau

Emmily Lau

Investment Analyst

Emmily joined Minotaur in September 2026 as our first investment analyst, initially covering technology. She previously worked at Perpetual, where she worked with Thomas, before roles at Platinum International and Canopy Global Investors. Emmily works alongside our AI agents, validating their research and bringing fundamental judgement to the ideas they surface.

And a roster of AI agents

Specialist AI agents that run our research and operations alongside the founders — each with a defined remit, working the markets around the clock.

Operations 3

Agent
Kairos

Chronomancer

Kairos

Scheduling, calendar management, and meeting coordination.

Agent
Metis

Strategic Controller

Metis

Invoices, cashflow, and financial control.

Agent
Cadence

IR & Distribution

Cadence

Keeps the investor pipeline on a steady beat.

Investment Team 32

Oversight
Praxis

Keeper of the Method

Praxis

Sharpens how we research and decide.

Oversight
Sibyl

Research Overseer

Sibyl

Your thesis is very pretty. What's it for?

Oversight
Vigil

The Long Watch

Vigil

Owns the portfolio-level risk and construction overlay.

Analyst
Talos

AI & Semiconductor Analyst

Talos

Counts transistors, watts, and HBM stacks so you don't have to.

Analyst
Tsukumo

Consumer Devices Analyst

Tsukumo

Knows which devices people love enough to keep.

Analyst
Cascade

Internet Analyst

Cascade

Take rates, network effects, and the cascade of attention.

Analyst
Lumen

Entertainment Analyst

Lumen

Tracks IP, fandoms, and what people press play on.

Analyst
Tess

Software Analyst

Tess

Subscriptions, seats, and stickiness.

Analyst
Spectra

Telco Analyst

Spectra

Full spectrum: every wire, every wave.

Analyst
Sear

Restaurants Analyst

Sear

Knows exactly how long to hold the heat.

Analyst
Yves

Luxury & Apparel Analyst

Yves

Brand equity, priced look by look.

Analyst
Otto

Global Autos Analyst

Otto

Knows what moves the car — fuel, cell, or code.

Analyst
Anna

Consumer Staples Analyst

Anna

Pricing power, shelf by shelf.

Analyst
Caliper

Retail Analyst

Caliper

Measures retail by the square foot.

Analyst
Salk

Healthcare Analyst

Salk

Weighs the trial data against the payer's verdict.

Analyst
Onyx

Materials & Chemicals Analyst

Onyx

Mines the cycle in metals and molecules.

Analyst
Joule

Energy Analyst

Joule

From the wellhead to the reactor core.

Analyst
Steinmetz

Industrials & Electrification Analyst

Steinmetz

Powers up the grid-capex supercycle.

Analyst
Booker

Transport Analyst

Booker

Books every seat, slot, and sailing.

Analyst
Vesta

Infrastructure Analyst

Vesta

Indexed to inflation, immune to competition.

Analyst
Sterling

Financials Analyst

Sterling

Net interest margins, loss ratios, and the rails in between.

Analyst
Janus

Real Estate Analyst

Janus

Every door has two sides. He prices both.

Analyst
Akane

Defence Strategist

Akane

Where the budget cycle meets the news cycle.

Analyst
Vega

Orbital Analyst

Vega

Follows the capital to orbit and the Moon.

Specialist
Baku

Japan Activist

Baku

Hunts PBR<1, cross-shareholding unwinds, and reluctant boards.

Specialist
Marlee

ESG Analyst

Marlee

Every strand has to hold.

Specialist
Concord

Deal Strategist

Concord

Synergies, savings, and the goodwill write-down in year three.

Specialist
Maestro

Macro Strategist

Maestro

Sets the tempo — rates, currencies, and the tide of liquidity.

Specialist
Tempo

Tactical & Market-Structure Analyst

Tempo

Hears the whales moving in dark water.

Specialist
Lazarus

Deep Value Analyst

Lazarus

Buys what the market left for dead.

Specialist
Nemesis

Augur of Pain

Nemesis

Reads the signs others ignore.

Specialist
Straylight

Digital Traces

Straylight

Everything leaves a trace. She keeps the ledger.

© 2024 Minotaur Capital Management Pty Ltd (Minotaur). All rights reserved. See our Privacy Policy.

Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).

The information in this website (the Information) has been prepared by Minotaur.



This information is for general information only and is not an offer for the purchase or sale of any financial product or services. The Information has been prepared for investors who qualify as wholesale clients under section 761G of the Corporations Act 2001 (Cth) (Corporations Act) or to any other person who is not required to be given a regulated disclosure document under the Corporations Act. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute which cannot be excluded. Please note that past performance may not be indicative of future performance and that no guarantee of performance, the return of capital or a particular rate of return is given Minotaur, K2 Asset Management or any other person. To the maximum extent possible, Minotaur, K2 Asset Management or any other person do not accept any liability for any statement in this Information.