Loftus Peak is pleased to have been invited to speak with the team at the EquityMates’ Basis Points Podcast. The theme of this episode is investing in ‘Beating the market in a time of hyper-disruption’.
Listen to the episode below as Alex Pollak, Chief Investment Officer and Co-Founder of Loftus Peak, explains what our process for investing in high-flying tech names by diving into:
- How the pace of technological change is accelerating
- Maintaining valuation discipline in high-growth parts of the market
- Building a ‘Trump-agnostic’ portfolio
- Emerging technologies that aren’t getting enough attention today
- A quick-fire game of ‘Disruptive Technology or Hype?’
- A deep-dive on two stocks in the Loftus Peak portfolio
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