Investing Ahead of the Curve

We invest in global companies driving change that we expect to dominate our
world in the next 3 to 5 years. We seek out companies that are driving, or will be
the beneficiaries of, the accelerating pace of change across all industries globally.

Explore our Funds
About Us

ASX Code: LPGD

$5.0005

Indicative NAV per unit**

6 Nov 2024 4:14:59 PM

Investment Philosophy

Loftus Peak believes that all industries are being disrupted. We seek out companies that are driving, or will be the beneficiaries of, this accelerating pace of change. Importantly, we construct a portfolio from these companies on the basis of strict criteria at carefully determined valuations, in a process that openly acknowledges and accounts for risk.

This approach to investment across a wide range of global industries lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.

Our portfolios include large capitalisation names like Microsoft and Google (Alphabet) as well as many others that we expect to be household names in the future, such as Advanced Micro Devices and Qualcomm.

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Thematic based and index unaware
A concentrated, futured-focused portfolio
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Beneficiaries of Global Disruption
15-35 disruptive companies with proven business models challenging incumbents across all industries
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Financial Strength
Typically, holdings have large market capitalisations, strong balance sheets and cashflows
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Deep understanding of industries and companies
Thoroughly researched, sometimes over many years
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Fair value exceeds current value
Holdings included in portfolio based on tried and tested valuation methodology
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Sustainability
Environmental, Social and Governance risk formally integrated in investment process.
Investment Insights
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  • Artificial Intelligence
  • Decarbonisation
  • Disruption
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  • News about Loftus Peak
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  • UpdatePlus

AI gets two Nobel Prizes

30 Oct 2024

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Artificial Intelligence, Press

AI gets two Nobel Prizes

30 Oct 2024
Among the 2024 Nobel Prizes, five laureates across two prizes were honoured for Artificial Intelligence (AI) related research. Specifically, these awards are for research into AI models beyond just generative AI, ... Read More

September 2024 UpdatePlus

23 Oct 2024

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Artificial Intelligence, Press, UpdatePlus

September 2024 UpdatePlus

23 Oct 2024
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For September, Investment Analyst Tom Gilbertson discusses the software industry and ... Read More

Loftus Peak named finalist in the 2024 Hedge Funds Rock Awards

04 Oct 2024

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News about Loftus Peak, Press

Loftus Peak named finalist in the 2024 Hedge Funds Rock Awards

04 Oct 2024
We are pleased to announce that Loftus Peak has been named a finalist for the Best Listed Alternative Investment Product at the 2024 Hedge Funds Rock Australian Alternative Investment Awards. This ... Read More
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* An indicative NAV per Unit (“iNAV”) for the Fund will be published throughout the ASX Trading Day. The iNAV reflects the real time movements in stock markets and currencies during the ASX Trading Day and, for securities not trading during the ASX Trading Day, listed proxy instruments selected on the basis of correlations with the underlying investments. The proxies and their correlations with underlying instruments are reviewed regularly and updated as required. The iNAV represents the best estimate by the Responsible Entity (“RE”) or its appointed agents of the value per unit in the Fund throughout the trading day. The iNAV published by the Fund is indicative only and might not accurately reflect the underlying value of the Fund. The Issuer or its appointed agents gives no guarantees that the iNAV will be published continuously or that it will be up to date or free from error. To the extent permitted by law, neither the RE or its appointed agent shall be liable to any person who relies on the iNAV.