An important part of Loftus Peak’s Responsible Investment Policy – and the group’s investment philosophy since inception – is the belief that the world will move away from energy generated by … Read More
Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix
26 Apr 2022Below is Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The Australian Business Review on 22 April 2022. For the … Read More
Companies spearheading disruption hit value territory; plus Geopolitics Matters
22 Apr 2022Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More
Portfolio positioning in a time of uncertainty
21 Mar 2022Russia and Ukraine, Inflation – Quality is the way through this period
Loftus Peak Global Disruption Fund on AMM platform
01 Mar 2022AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More
The disruption strategy that outgrew Tesla
16 Feb 2022Thank you AFR for interviewing our CIO Alex Pollak and Portfolio Manager Anshu Sharma. We remain confident in the Fund’s exposures to companies underpinning disruptive change and fact-based valuation.
Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022
29 Dec 2021We 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
29 Dec 2021Fund jumps 9.9% net-of-fees in November; plus year-to-date investment review
De-carbonisation: it’s on
19 Nov 2021Energy companies globally are racing to develop alternative clean sources of power
Adviser Webinar recording “A ‘Peak’ into the Future”
04 Nov 2021Please join our CIO Alex Pollak and Portfolio Manager Anshu Sharma for a session aimed at answering the big questions around our investment approach.