Fund is up +36.9% net-of-fees year-to-date (5 months to 31 May); Semiconductor rebound drives performance
Loftus Peak features in AFR’s Chanticleer – AI
James Thomson’s Chanticleer article ‘How this Sydney fundie returned 26pc in three months’ which was originally published in the AFR on 19 May 2023.
April 2023 UpdatePlus
For April, we discuss Microsoft, Amazon and Google as the AI numbers start to roll in.
Alan Kohler from Eureka Report in conversation with Loftus Peak’s Alex Pollak
Alan Kohler unpacks Artificial Intelligence, a significant driver of performance in the last month, with Alex Pollak, CIO of Loftus Peak.
AI, ChatGPT light up the portfolio
While it is too early to pick all the long term AI winners (and indeed losers, for there will be some) Loftus Peak continues to evaluate opportunities in this fast-changing space.
Understanding Artificial Intelligence (AI) as an Investor
Our investment team speaks about one of the hottest topics on everyone’s lips today, Artificial Intelligence (AI).
Elon Musk, how artificial intelligence works; plus August returns
Irrespective of movie fiction, AI is here and there are already a huge number of AI interactions in the daily activity of millions of people.
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