Loftus Peak

Change. The way you should invest.

[Loftus Peak @loftuspeak]

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 Alex Pollak, Portfolio Manager Anshu Sharma, and the entire Loftus Peak team would like to extend our thanks to everyone who joined us to celebrate.

Reflecting on the past decade, we're grateful for the strong relationships we've built and the successes we've achieved together. Our commitment is as strong today as it was when we started, driven by the dedication of our expanded team.

A heartfelt thank you to our clients and partners for your trust in our philosophy, for believing in our process, and for being an integral part of our journey.
Here's to the next decade and beyond - we believe the best is yet to come.

[Loftus Peak @loftuspeak]

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:
https://t.co/zZJs5VNMz7

[Loftus Peak @loftuspeak]

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.

https://t.co/ySeyK5rSHV

[Loftus Peak @loftuspeak]

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 identifying trends and deepening our understanding of both current and potential investments.

Highlights of the trip included riding in Waymo One, the autonomous ride-hailing service in San Francisco, and testing the Apple Vision Pro headset in New York.

Follow Loftus Peak for more updates on our journey into the future of disruption.

[Loftus Peak @loftuspeak]

https://t.co/bzU3kIKJOz

[Loftus Peak @loftuspeak]

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
https://t.co/Aps4m0JZvg

[Loftus Peak @loftuspeak]

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
https://t.co/aaE6Eh3h7g

[Loftus Peak @loftuspeak]

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 interesting update on the exponential growth of AI and the investment opportunities it presents.

#AI #ASX

[Loftus Peak @loftuspeak]

It was great to participate in @FinancialReview'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 opportunity!
#AISummit #Innovation #ArtificialIntelligence

[Loftus Peak @loftuspeak]

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 #SnapdragonXElite #Investing

[Loftus Peak @loftuspeak]

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: https://t.co/yxXJuls2wr

[Loftus Peak @loftuspeak]

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
https://t.co/zILz7GMayk