About Loftus Peak
Loftus Peak is a global fund manager with a focus on investing in listed disruptive businesses. Our principals each have close to three decades of experience in company valuation, and bring significant discipline to the process. Our portfolio, which includes large capitalisation names like Apple, Google and Alibaba, is constructed on the basis of strict criteria, giving us exposure to the some of the best and fastest-growing companies in the world, at carefully selected valuations. This kind of geographical and sectoral diversification lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.
We believe self-managed super funds, and investors generally, want a professionally-managed portfolio that gives them access to these important secular trends, with the added benefit of the transparency that comes from direct ownership of the shares of these profitable companies.