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
The chips running AI on your device
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) … Read More
April 2024 UpdatePlus
For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.
Are we there yet? When a great company isn’t a great investment
How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in … Read More
March 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … Read More
Is it too late to invest in AI?
With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of … Read More
Nvidia’s AI world awaits
Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on … Read More
February 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific … Read More
New Investment Manager Assignments for Loftus Peak
To access this notice as a PDF, click here. Fund managers Loftus Peak and Orca Funds Management (Orca), have joined forces to further extend their highly performant, market-leading disruption funds to … Read More
January 2024 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For January, Investment Analyst Tom Gilbertson runs us through the disruptive … Read More
Separating fact from FICTA
The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit … Read More
Loftus Peak features in AFR’s ‘Best funds of 2023’
Below is an extract from Joshua Peach’s article “Best funds of 2023 stick with bitcoin, big tech bets” which was originally published in the Australian Financial Review on 19 January 2024. … Read More