When it comes to the artificial intelligence trade, perhaps no investor in Australia is better qualified to share their views than Loftus Peak chief investment officer Alex Pollak.
His $1.6 billion Global Disruption Fund boasts a long list of early investments in the sharemarket’s hottest stocks, including chip giant Nvidia in 2016, Tesla and Netflix in 2018, and chipmakers AMD, Broadcom and TSMC in 2022. That has generated one of the strongest track records of any fund manager in the country over the past decade, with the portfolio returning 20.8 per cent a year since its inception in November 2016.
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