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

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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