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.
Growth vs Value: which companies win in a post-COVID world?
The Growth/Value dichotomy have been in train for most of the year to date, with investors of both persuasions wondering whether the price of growth companies has largely been captured with value companies yet to fully reflect the ‘re-opening trade’ as vaccinations increase, borders reopen selectively and airline bookings pick up.
Loftus Peak to present at 2021 ASX Investor Day series
Loftus Peak is pleased to announce that we will be a featured presenter in the 2021 ASX Investor Day series. Hear our CIO, Alex Pollak discuss investment insights in the plenary session.
Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2021
Loftus Peak listed as a finalist in Money Management’s Fund Manager of the Year Awards in the Global Equities category for a second consecutive year.
Loftus Peak on Livewire: The next dominant theme of the decade
Find out what Loftus Peak believes will be one of many disruptive thematics of the next decade!
Loftus Peak on Livewire: Disruptive Buy Hold Sell
Loftus Peak CIO Alex Pollak speaks with Bella Kidman and Nick Griffin of Munro Partners on the Livewire series Buy Hold Sell to comment on six disruptive companies and their future outlook.
Are Disney and VW disrupting themselves? The Biden stimulus plan will move markets
There is a new calculus starting to take shape in investment markets – the advent of disrupted companies moving to disrupt themselves.
Interest rate fears grip markets; how we manage risk and return.
US 10 year Treasuries jumped from from 1.08% to 1.52% in February, causing Loftus Peak to examine portfolio construction and risk.
What drove outperformance of 34% in 2020 for Loftus Peak investors
2020 has marked a significant shift in the make-up of the top-performing disruptive companies.
Fund outperforms by 5.0% in January; automakers comping to terms with disruption.
Governments around the world are acting to outlaw the internal combustion engine by the mid-2030s. Where does this place the legacy car manufacturers?
Why global tech stocks are the way to go in 2021, according to AFR’s Chanticleer.
The Australian Financial Review Chanticleer columnist Tony Boyd reflecting on the successful portfolio in 2020 and what it might look like in 2021.