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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In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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