CIO Alex Pollak speaks to Livewire’s Ally Selby about Loftus Peak’s approach to investing in Artificial Intelligence and which stocks he believes will provide exposure to this disruptive technology. Plus, he … Read More
Powerful market drivers
Source: Shutterstock Powerful forces are at work. The US Federal Reserve is losing the argument for higher interest rates following six months of better inflation data. Artificial intelligence companies have captured … Read More
The AI Revolution – Alex Pollak on Ausbiz’s The Pulse
CIO Alex Pollak speaks to Ausbiz’s Danielle Ecuyer about Loftus Peak’s approach to investing in Artificial Intelligence and whether or not AI companies are overvalued, including Nvidia, AMD and Tesla. This … Read More
June 2023 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For June, we discuss comments from Oracle founder Larry Ellison about … Read More
AI returns continue to roll
Source: Adobe In the past month, Investor intuition has become highly attuned to the criticality of semiconductors. These devices underpin artificial intelligence (AI) across thousands of applications from music to missile defence. … Read More
May 2023 UpdatePlus
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For May, we discuss the rally around companies exposed to enabling … Read More
Loftus Peak features in AFR’s Chanticleer – AI
Source: Shutterstock Below is an extract from James Thomson’s Chanticleer article “How Sydney fundie caught AI wave” which was originally published in the Australian Financial Review on 19 May 2023. For … Read More
April 2023 UpdatePlus
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For April, we discuss Microsoft, Amazon and Google as the AI … Read More
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. To read the full transcript on the Eureka Report … Read More
AI, ChatGPT light up the portfolio
User: What is unusual about this image? GPT4: The unusual thing about this image is that a man is ironing clothes with an ironing board attached to the roof of a … Read More
February 2023 UpdatePlus
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For February, we discuss Streaming and Artificial Intelligence.
Understanding Artificial Intelligence (AI) as an Investor
Our investment team speaks about one of the hottest topics on everyone’s lips today, Artificial Intelligence (AI). The Loftus Peak investment team focuses on the key industries driving AI, how Loftus … Read More