Show Notes
In this episode of Sweat Capital, we sit down with Armina Rosenberg, Co-Founder and Portfolio Manager at Minotaur Capital, to unpack how she actually finds investment ideas across every major market in the world.
We trace Armina’s path from equity research at J.P. Morgan, through the family office world, to running global equities portfolios — and why covering the entire universe of listed companies forces you to think very differently about process, diversification, and speed.
A major focus of the conversation is Taurient, the proprietary software Minotaur built in-house to screen, analyse, and compare companies globally. Powered by Python and AI, Taurient allows the team to translate overseas annual reports and transcripts, scan thousands of companies across markets, and surface opportunities most investors will never see.
We also discuss: The trade-offs between institutional investing, family offices, and running your own fund
How technology changes portfolio construction and risk management
Why global diversification matters more than ever
What Armina looks for when hiring analysts in a tech-enabled investment team
If you’re interested in global equities, active management, or how modern fund managers actually build an edge, this episode is a masterclass in process over prediction.
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This episode was recorded on 3 February 2026. Follow Sweat Capital on Instagram & LinkedIn.
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