Source: ChatGPT Google’s Gemini disrupting Google? A question that Loftus Peak has often been asked over the years is: can the disruptors be disrupted? There is a ready answer. The largest, … Read More
E&P’s Words on Wealth Podcast interviews Alex Pollak and Raymond Tong on ‘AI’s Expanding Reach’
Loftus Peak is pleased to have been invited to speak with the team at Evans and Partners on their Words on Wealth Podcast. The theme of this episode is ‘Words on … Read More
April 2025 Update+
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
January 2025 Update+
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
October 2024 Update+
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
AI gets two Nobel Prizes
Among the 2024 Nobel Prizes, five laureates across two prizes were honoured for Artificial Intelligence (AI) related research. Specifically, these awards are for research into AI models beyond just generative AI, … Read More
September 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, Investment Analyst Tom Gilbertson discusses the software industry and … Read More
August 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For August, Investment Analyst Tom Keir discusses how the market’s understanding … Read More
What drove +41.4% net-of-fees return for the financial year to June 30 2024?
For the 2023/24 financial year, the Fund gained +41.4% net-of-fees while the benchmark grew +19.3%, generating outperformance of +22.1%.
AI: The A stands for Apple
Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT … Read More
May 2024 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness … Read More