Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager Anshu Sharma outlines the playbook for when … Read More
March 2025 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak discusses the Artificial Intelligence … Read More
Rough weather demands a disciplined process
Markets have been roiled by the whip-saw policy changes of the US president. These abrupt shifts are not necessarily bad – they provide important pricing opportunities for the portfolios managed by … Read More
January 2025 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Investment Analyst Tom Gilbertson breaks down the DeepSeek model … Read More
Donald Trump: Populist, technologist?
Source: AFP, Donald Trump with Larry Elison (Oracle), Masayoshi Son (SoftBank) and Sam Altman (OpenAI) An analysis of events in the weeks leading up to the inauguration, and the days following … Read More
December 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak outlies the year behind … Read More
November 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For November, Investment Analyst Tom Keir runs explains Eli Lilly’s advantage … Read More
Alex Pollak speaking at Sohn Hearts & Minds 2024
On 15th November, Chief Investment Officer Alex Pollak spoke at the Sohn Hearts and Minds event in Adelaide. The event is dedicated to funding medical research to which Hearts & Minds … Read More
In The Media – Eleven stock tips from Sohn to get you through 2025
JOSHUA PEACH, JONATHAN SHAPIRO AND DANIEL ARBON Every year, the country’s top equities investors make their way to the Sohn Hearts & Minds Investment Leaders Conference to pitch their best ideas … Read More
Eli Lilly included in Sohn Hearts and Minds portfolio
We first saw pictures like these almost ten years ago, produced by Nvidia, the second largest company in the world today. They are not a special effect, but rather a real … Read More
October 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For October, Chief Investment Officer Alex Pollak summaries the companies that … Read More
Loftus Peak named as a 2024 RIAA Responsible Investor
We are pleased to share that Loftus Peak has again been recognised as a Responsible Investor 2024 by the Responsible Investment Association Australasia (RIAA), in the upcoming Responsible Investment Benchmark Report. … Read More