Anshu Sharma

Portfolio manager and co-founder of Loftus Peak, an active manager focused on global disruption investing; known for early investments in semiconductors and AI beneficiaries and for running the Loftus Peak Global Disruption active ETF.

Best podcasts with Anshu Sharma

Ranked by the Snipd community

36 snips

Dec 7, 2025 • 50min

Best of the Best: Riding the waves of disruption - Anshu Sharma | Loftus Peak

Anshu Sharma, co-founder and portfolio manager of Loftus Peak, is a pioneer in global disruption investing, having anticipated trends in semiconductors and AI. He delves into distinguishing long-term disruptions from fleeting fads, outlining Loftus Peak's rigorous 3-5 year modeling process. Anshu explores pivotal themes such as AI's underestimated impact and the growth potential in life sciences. He emphasizes the importance of valuation discipline and shares insights on recent investments, including a promising Chinese EV battery company.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app