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 Update+
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 Update+
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 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
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
Finalist for ‘Best Australian Based Global Equity Manager’
Loftus Peak is proud to announce our nomination as a finalist for the ‘Best Australian Based Global Equity Manager’ at the 2024 Australian Fund Manager Awards. This recognition reflects our dedication … 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
Loftus Peak named finalist in the 2024 Hedge Funds Rock Awards
We are pleased to announce that Loftus Peak has been named a finalist for the Best Listed Alternative Investment Product at the 2024 Hedge Funds Rock Australian Alternative Investment Awards. This … Read More