We’re continuing Best of the Best, our series profiling some of Australia’s top investors and the processes behind their performance.
Today we’re joined by Anshu Sharma, portfolio manager and co-founder of Loftus Peak, to unpack how a pure-play disruption investor thinks about Nvidia, AI, semiconductors, GLP-1 drugs and more.
In this episode:
- How Loftus Peak finds long-term structural trends (and filters out short-term hype)
- Which trends are still early in their disruption lifecycle
- The process edge: building a 3–5 year view, strict valuation discipline and knowing when to walk away
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We’re particularly excited to share our latest show: Basis Points
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