Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records
Rethinking portfolio construction – Interview with the AFR
Viewing disruption as a core portfolio theme; and avoiding index funds that do not include emerging disruption stars
Is there still value in Apple and Amazon after the recent rally? Bloomberg asks
Loftus Peak CIO Alex Pollak discusses with Jackie Edwards the recent run up in share prices and why there is still further to go in many of the Fund’s holdings.
Loftus Peak featured in FPA’s Money and Life Magazine August issue
Alex Pollak, CIO Loftus Peak, discusses the strong performance of disruptive companies during COVID-19 with Money and Life Magazine reporter Jayson Forrest.
Interview: Loftus Peak featured on Sky News Business Weekend
Loftus Peak on Sky News Business Weekend. Find out why disruption still has a long way to run.
Loftus Peak featured in the AFR: How to ride the tech ETF rocket
Disruption, and how it affects business, can’t be captured by an Index. Loftus Peak CEO Rick Steele explains how the next wave of disruption will show up in companies transforming themselves with technology.
Loftus Peak featured in the AFR: How top fundies beat the virus
Tony Boyd’s Chanticleer article in the AFR highlights commentary from Loftus Peak on how the COVID-19 pandemic has exposed holes in the traditional business model.
SQM Research upgrades rating for Loftus Peak’s Global Disruption Fund
Loftus Peak is pleased to announce that SQM Research has upgraded the rating for Loftus Peak’s Global Disruption Fund to four and a quarter stars. The Fund has re-affirmed its position … Read More
Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2020
Loftus Peak credits the result to the team’s application of rigorous discipline in both the investment process and valuation of globally listed disruptive companies.
Loftus Peak on the Marcus Today Podcast – disruptive investing
How we identify and invest in disruptive companies and why we believe the pace of change will continue to accelerate
Loftus Peak speaks with Alan Kohler on the Eureka Report – COVID-19 and the acceleration of disruption
COVID-19 as a ‘forcing function’, the effect of ‘cloudficiation’, and how disruptive companies are performing in the current environment.
Global change – what is happening now, and what comes next?
While we recognise that growth is never linear, we are beginning to notice the pace of change accelerate.