It was great to join Ally Selby from Equity Mates Media on the recent Buy or Sell podcast to discuss the outlook for the AI hyperscalers and the forces driving this … Read More
Applying process to the AI adoption boom
The launch of ChatGPT in November 2022 heralded a step-change in the application of technology-disrupting businesses globally. From its inception in 2014, Loftus Peak has identified companies driving the forces of … Read More
July 2026 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 and Founder Anshu Sharma summarises the drivers … Read More
Humanoid Robots, Chinese EVs & AI | Anshu Sharma, PM features on Equity Mates Podcast
Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful … Read More
May 2026 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 Keir discusses the rise and fall … Read More
What an AI-Powered Future Could Look Like | Alex Pollak features Equity Mates Investing Podcast
It was great to join the team at Equity Mates Media for a wide-ranging discussion on AI, markets and what the future might hold. We covered: Whether the recent ‘AI slowdown’ … Read More
March 2026 Update+
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses Nvidia’s recent earnings and the … Read More
Here come the Chinese robots!
John Deere autonomous tractor – look closely to see Portfolio Manager Anshu Sharma in the driver’s seat! The Consumer Electronics Show (CES) – the first big technology conference every year … Read More
The US$830b IPO of Open AI; plus 2025 wrap
We should expect more AI TV commercials, like this one, a clip from Toys R Us. Source: Toys R Us, Sora This year was all about whether there is a bubble … Read More
Anshu Sharma features on EquityMates Best of the Best Podcast
We were delighted to be guests on the Equity Mates Media Best of the Best podcast earlier this month. Our Portfolio Manager, Anshu Sharma, joined Alec Renehan to unpack the Loftus Peak investment philosophy, … Read More
December 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 how the portfolio pivoted … Read More
AFR’s 15 Minutes with the Boss featuring Alex Pollak
Thanks to Sally Patten and the rest of the team at the AFR’s 15 Minutes with the Boss Podcast for doing a great job on this podcast. In this episode Sally … Read More