Semiconductors continue their run.
Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022
We are delighted to be included by Tony Featherstone in this AFR piece on 2022 disruptive trends you need to know about
Qualcomm shoots the lights out in November; the investment process that got us here
Fund jumps 9.9% net-of-fees in November; plus year-to-date investment review
De-carbonisation: it’s on
Energy companies globally are racing to develop alternative clean sources of power
Adviser Webinar recording “A ‘Peak’ into the Future”
Please join our CIO Alex Pollak and Portfolio Manager Anshu Sharma for a session aimed at answering the big questions around our investment approach.
Video: Loftus Peak’s Disruption Strategy
A two minute video on our investment strategy where we explain our focus on the impact of disruption.
Elon Musk, how artificial intelligence works; plus August returns
Irrespective of movie fiction, AI is here and there are already a huge number of AI interactions in the daily activity of millions of people.
Loftus Peak features in Tony Boyd’s (AFR’s Chanticleer) Super Fund Returns
We are delighted to be adding return to the Australian Financial Review’s Chook super fund.
The financial year in review, plus June Fund Performance
We discuss the financial year in review and drivers of the market performance differed over the course of the year.
SQM Research re-affirms rating for Loftus Peak’s Global Disruption Fund
Loftus Peak is pleased to announce that SQM Research has re-affirmed the rating for Loftus Peak’s Global Disruption Fund at 4.25 stars. The Fund has maintained its position in the ‘Superior’ category. Read the press release here.
Investing in a better world; Loftus Peak and ESG
Avoiding harm is central to the investment process at Loftus Peak. We believe our record of investment success is in part a function of this approach.
Equity Mates interviews CIO Alex Pollak on investing in Global Markets
We were pleased to have been invited by the team at Equity Mates Investing Podcast for an interview as part of ASX Investor Day. Listen to the episode on how we define disruption when it comes to investment opportunities as well as companies we see as disruptive.