For June, we discuss comments from Oracle founder Larry Ellison about the semiconductor spend that AI workloads demand.
Meta competes with Musk’s Twitter – Alex Pollak from Loftus Peak on Sky News with Ross Greenwood
CIO Alex Pollak and Sky News’ Ross Greenwood discuss Meta and Musk’s Twitter Competition.
AI returns continue to roll
Fund is up +36.9% net-of-fees year-to-date (5 months to 31 May); Semiconductor rebound drives performance
Loftus Peak receives ‘Responsible Investment Certification’ from RIAA
Loftus Peak has received Responsible Investment Certification from Responsible Investment Association Australasia (RIAA)
Electricity is the new oil
Electrification is a fertile area for investment, there are many ways to play the disruptive effect of electrification on energy, like batteries and the materials such as lithium that go into making them.
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.