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Podcast: Sweat Capital
Episode: #130 - Armina Rosenberg (Minotaur Capital): How Technology Is Changing Stock Picking
Description: 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 scr...