In a world that continues to digitise, investing in companies or technologies that have the potential to fundamentally change existing industries, markets or ways of doing business has become the focus of fund manager Loftus Peak. 

In this episode, Alex Pollak, Chief Investment Officer and Co-Founder of Loftus Peak, explains what disruption is and how it differs from innovation. Emphasising the importance of AI as a main driver of change, Alex also highlights the role of cyber security and how Loftus Peak harvests return from global sharemarkets by focusing on understanding those changes.

Check out the ASX blog for more insights:

https://www.asx.com.au/blog