The Australian Financial Review has recognised Minotaur Capital as a high-profile pioneer of AI-powered stock picking, a strategy once reserved for multibillion-dollar quant shops. The article examines VanEck's launch of the ASX's first AI-powered stock picking ETF, and positions our Sydney-based hedge fund among the Australian fund managers deploying advanced artificial intelligence within global equities strategies.
As a global equities fund, we have built our investment management approach around AI-driven equity research and portfolio management. The article notes that we added four new AI agents in June, taking "the team to 22 investment agents and five operations agents". This reflects our ongoing commitment to scaling our capabilities.
While we are weighing the launch of our own ETF, the article notes this was highly unlikely this year, as we remain focused on refining our global equities strategies.
The broader piece explores how AI removes emotional bias from investing, the surge in ETF launches, and the semiconductor boom that defined the financial year. A record 72 new funds listed in FY26, while Australian semiconductor ETFs attracted around $290 million in net inflows over the year, with the top-performing ETF returning 166.8 per cent.
To read the article, click the link below.