AI Meets Alpha: Armina Rosenberg on how to use AI to outperform the market & her highest conviction stock for 2025
In the first-ever video episode of Talk Money To Me, Felicity and Candice sit down with Armina "Arms" Rosenberg, Co-Founder and Portfolio Manager of Minotaur Capital - a cutting-edge, AI-powered global equities fund backed by tech-savvy investors.
With over 15 years in markets - spanning JPMorgan and elite family offices, including managing the global equities portfolio for Atlassian’s Mike Cannon-Brookes - Arms shares her sharp insights on:
- What it’s really like managing money for billionaires
- How Minotaur’s proprietary AI engine Taurient uncovers the world's best opportunities
- Her bold call on CD Projekt (yes, the creators of The Witcher)
- Her highest conviction stock pick for 2025
Whether you're an investor looking for an edge or just curious to learn how AI is reshaping modern portfolio management, this episode is packed with insights you won’t want to miss. Tune in now to hear how Minotaur Capital is using AI to outperform, and where Arms sees the biggest upside next.
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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.
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