Recently Mantis Funds CEO, Timothy Cheung, appeared on AusBiz The Open to discuss alternative investments and finding opportunity in AI infrastructure.
In the episode Tim highlighted growing interest in alternative investments, with a current focus on opportunities arising from the artificial intelligence (AI) boom. He also addressed the flourishing private credit landscape, pointing out that Australian investors may have been slow to move into this space compared to institutional players.
Key Takeaways:
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Focus on alternative investments such as hedge funds, private equity, and private credit
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AI infrastructure companies like CoreWeave (recent IPO) seen as major opportunity
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Private credit funds can offer double-digit yields with low default risk
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Non-bank lenders benefitting from gaps left by major banks in lending markets
Coming up:
Tim will be appearing on ‘The Open’ at 10:20am the last Thursday of each month, starting 28th August 2025, with Australia’s best strategists, stock pickers and macro minds.