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Pacing the Frontier

Emily Hempel30 Sep 2026Press, Artificial Intelligence, Disruption

“Anthropic’s IPO is like Robert Oppenheimer doing an IPO for the Manhattan Project in 1945” – Owen A. Lamont, Ph.D.     “Maybe the scariest part of the whole episode revealed … Read More

The debt market has been nervous about AI. Are equity investors a little too comfortable? | Alex Pollak features on EquityMates Podcast

Emily Hempel13 Aug 2026In The Media, Press, Artificial Intelligence

Big Tech is committing an extraordinary ~$800bn+ to AI infrastructure. Chinese AI models are advancing rapidly. What if the AI boom starts to lose its appeal? In a recent episode of … Read More

August 2026 Update+

Emily Hempel13 Aug 2026UpdatePlus, Press, Artificial Intelligence, Disruption

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Senior Investment Analyst Harry Morrow and Investment Analyst Tom … Read More

AI Hyperscalers: Transformational Opportunity or Overhyped Trend? | Alex Pollak features on Buy or Sell Podcast

Emily Hempel05 Aug 2026In The Media, Press, Artificial Intelligence, Disruption

It was great to join Ally Selby from Equity Mates Media on the recent Buy or Sell podcast to discuss the outlook for the AI hyperscalers and the forces driving this … Read More

Words on the Next Frontier of AI | Raymond Tong & Harry Morrow feature on Words on Wealth Podcast

Emily Hempel05 Aug 2026In The Media, Press, Artificial Intelligence

It was great to join Tim Rocks, Chief Investment Officer of Evans & Partners for the latest episode on the Words on Wealth podcast. Loftus Peak’s Raymond Tong, Head of Research … Read More

Applying process to the AI adoption boom

Emily Hempel03 Aug 2026Press, Artificial Intelligence, Disruption

The launch of ChatGPT in November 2022 heralded a step-change in the application of technology-disrupting businesses globally. From its inception in 2014, Loftus Peak has identified companies driving the forces of … Read More

July 2026 Update+

Emily Hempel13 Jul 2026UpdatePlus, Press, Artificial Intelligence, Disruption, Electrification

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Portfolio Manager and Founder Anshu Sharma summarises the drivers … Read More

AI IPO rush meets market jitters | Alex Pollak, CIO features in SBS On the Money

Emily Hempel10 Jun 2026In The Media, Press, Artificial Intelligence

It was great to be invited by Ricardo Gonçalves to speak on SBS’s On the Money, where our Chief Investment Officer Alex Pollak discussed what the AI listing race means for … Read More

Humanoid Robots, Chinese EVs & AI | Anshu Sharma, PM features on Equity Mates Podcast

Emily Hempel03 Jun 2026In The Media, Press, Artificial Intelligence, Disruption, Electrification

Our Portfolio Manager, Anshu Sharma, joined Alec Renehan and Bryce Leske to discuss where disruption is accelerating, the framework Loftus Peak uses to separate genuine innovation from hype, and why successful … Read More

Space & AI, coming to a Public Market near you…

Emily Hempel04 May 2026Press, Artificial Intelligence

Source: ChatGPT   Until now, the largest IPO ever (by funds subscribed) was Saudi Aramco, which in 2019 raised ~US$26 billion at a valuation of US$1.7 trillion. This also made it … Read More

March 2026 Update+

Emily Hempel06 Mar 2026UpdatePlus, Press, Artificial Intelligence, Disruption

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, CIO Alex Pollak discusses Nvidia’s recent earnings and the … Read More

Artificial Intelligence roils sharemarkets

Emily Hempel26 Feb 2026Press, Artificial Intelligence

“I am no longer needed for the actual technical work of my job. I describe what I want built, in plain English, and it just… appears. Not a rough draft I … Read More

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Loftus Peak Global Disruption Fund (Class A)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Class A Fund Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (PIM4432AU assigned 27 Nov 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL9930AU and LPHD assigned 27 Nov 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

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Loftus Peak Global Disruption Active ETF (ASX: LPGD)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Active ETF (ASX: LPGD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU and LPGD assigned 27 Nov 2025) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Active ETF

Lonsec Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

Complete this form to request the Loftus Peak Global Disruption Active ETF (MMC0110AU) Lonsec Report.

Rating and logo published on 03/2026 for MMC0110AU issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only. Ratings and logos are general advice only and have been prepared without taking account of investor objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating and/or logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings and logos are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for further information and to access the full report. © 2026 Lonsec Research. All rights reserved.

SQM Report

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Complete this form to request the SQM Report for the Loftus Peak Global Disruption Active ETF (ASX: LPGD) or the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD)

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.