Loftus Peak’s Portfolio Manager and Founder, Anshu Sharma, recently joined the team at the Inside Network Podcast to make the case that disruption is a continuum rolling through every industry rather than a technology trade. In the episode, Anshu explains why a portfolio with more than a quarter of its weight in AI infrastructure also backs a Chinese battery maker the team toured in person and a growing position in life sciences. He also takes on the question many investors are asking, how to stay invested in the AI build out while keeping a close eye on how it is being paid for.
Listen to the full episode of the podcast below or by clicking here.
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