In a world where artificial intelligence dominates headlines, few fund managers have harnessed it as boldly as Armina Rosenberg.

For those who don't know her, "Arms" made a name for herself at Grok Ventures, the family office of Mike Cannon-Brookes.

Now, she's paving a new path at AI-backed Minotaur Capital, alongside Perpetual alumnus Thomas Rice.

The duo have developed Taurient, a software system that uses large language models for everything from idea generation to portfolio construction.

In this episode of The Rules of Investing, Arms outlines how you can use AI to level up your own investment strategy, as well as a few stock ideas to get you started.

Note: This interview was recorded on Wednesday 9 October 2024.

Timecodes

0:00 - Intro
2:13 - Lessons learnt from managing the wealth of Australia's mega-rich
7:32 - Family involvement in investment in family offices
8:56 - Differences between how retail investors and mega-wealthy invest
10:01 - What makes Minotaur Capital different from its peers
13:23 - How Arms and Thomas met
15:26 - How Minotaur's AI system Taurient works
25:21 - Mix of fundamental investing and AI
26:30 - Can AI help to know when to sell a stock?
27:37 - Can investors develop an AI-backed system themselves?
29:04 - How investors can use ChatGPT to make smarter investing decisions
31:21 - The future of funds management in an AI world
34:32 - Where the team sees opportunity today i.e. exciting themes
37:13 - Energy companies making waves on the global stage
39:10 - AI winners - why Minotaur is backing smaller players over the behemoths
39:55 - Healthcare ideas - and an emerging oral GLP-1 winner in Japan
41:25 - Why Japan is a "once in a generation opportunity"
42:53 - An example of a company Minotaur is shorting
45:18 - What the market is getting wrong today - private credit
47:36 - Stories of wins and losses and lessons from these
51:51 - Two stocks for the next five years (if the market were to close in that time)

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market

The Rules of Investing

Meet Armina Rosenberg: Mike Cannon-Brookes' former PM harnessing AI to outperform the market