We were delighted to have our Senior Investment Analyst Harry Morrow interviewed by Ricardo Gonçalves on SBS’s On the Money Podcast to discuss Open AI and NextDC teaming up to build ... Read More

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

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

A few months back, Alex Pollak sat down with Felicity Thomas and Candice Bourke on their Equity Mates’ Talk Money to Me podcast to unpack the latest US reporting season, the ... Read More

The concerted sell-off in companies related to Artificial Intelligence (AI) over the last few weeks comes as investors question the capital spend of players such as Open AI, which as at ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month Head of Research Raymond Tong discusses Artificial Intelligence’s (AI) ... Read More

Like to know where Loftus Peak is investing next? Alex Pollak recently sat down with Equity Mates to discuss his latest views on the state of AI, US exceptionalism and where the ... Read More

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 OpenAI’s latest video generation model, ... Read More

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

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 US exceptionalism and whether the ... Read More

America’s business strength is rooted in its political foundations that spring from the US constitution: free speech, free enterprise, the rule of law and democracy. It’s why 9 of the world’s ... Read More

Nvidia’s earnings print last week revealed the company grew quarterly revenue +56% YoY to USD46.7 bn and guided for next quarter to generate USD54.0 bn +/-2% in revenue (representing +54% growth ... Read More