Disruption, Valuation and AI with Alex Pollak of Loftus Peak
Equity Mates
June 24, 2025
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.
In this episode of Basis Points, Alec, Bryce, and Alex unpack:
How the pace of technological change is accelerating
Maintaining valuation discipline in high-growth parts of the market
Building a ‘Trump-agnostic’ portfolio
Emerging technologies that aren’t getting enough attention today
A quick-fire game of ‘Disruptive Technology or Hype?’
.svg){kind=icon}
