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

Ready to secure your financial future? Viola Private Wealth delivers bespoke strategies designed for high-net-worth individuals and families. Managing significant wealth should not feel overwhelming. For tailored advice and practical, long-term results, visit www.violaprivatewealth.com.au.

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

Equity Mates Investing Podcast

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