Are We There Yet? When a great company isn't the best investment, strategic adjustments are necessary. Discover why Loftus Peak is shifting its focus from Nvidia to TSMC. #Nvidia #TSMC #disruption loftuspeak.com.au/are-we-there-y…

Loftus Peak's AI Strategy Transformation. Coverage from The Australian Financial Review. Reducing the stake in Nvidia has opened up opportunities to explore new investment prospects. Learn about our latest investment strategies. #AI #AFR #disruption Read the full article here:

Join us this month as Anshu Sharma, Portfolio Manager at Loftus Peak, explores developments in the PC market. Windows laptops are set to be transformed with Qualcomm’s Snapdragon X Elite ARM chip, offering exceptional battery life compared with Intel's laptop chip.#Qualcomm

It was great to participate in Financial Review's inaugural AI Summit today, joined by industry colleagues from Munro Partners and Alphinity Investment Management, to discuss investment strategies relating to artificial intelligence. Thanks to the team at AFR for the

Thank you to all the advisers who tuned into today's inaugural ASX Financial Adviser Day ! It was great to gather insights from industry experts on a range of topics impacting global markets. It was also wonderful to hear from Alex Pollak, CIO at Loftus Peak, who delivered an

Qualcomm Lands on the PC with Copilot In the below article, the Loftus Peak investment team explain how these new technologies are being applied across digital devices. #Nvidia #Qualcomm loftuspeak.com.au/the-chips-runn…

Is AI a tailwind or headwind for software giants? Loftus Peak's Senior Investment Analyst, Harry Morrow, CFA, debugs the recent share price weakness in global software companies.#AI #Software youtu.be/QARB7MIjrVw?fe…

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Our Head of Research, Raymond Tong and Investment Analyst, Tom Gilbertson recently returned from the United States after attending investor conferences and meetings with leading companies across various themes that Loftus Peak invests in. These study trips are essential for

Hear from our Head of Research, Raymond Tong, in our latest Update+ video. He shares insights from his recent trip to the U.S., where he and Tom Gilbertson Investment Analyst, attended top investor conferences and met with industry leaders. loftuspeak.com.au/june-2024-upda…

Our CIO, Alex Pollak, recently joined Ally Selby and Alan Pullen on Buy Hold Sell to discuss current market trends and growth opportunities. Watch the full interview here: livewiremarkets.com/wires/buy-hold…

10 Years of Loftus Peak - a milestone we are proud to celebrate Last week we had the pleasure of celebrating Loftus Peak's 10 Year Anniversary with our valued clients and supporters at the Museum of Contemporary Art in Sydney. Our CEO Rick Steele, Chief Investment Officer