Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption … Read More
Loftus Peak features in AFR’s ‘Best funds of 2023’
Below is an extract from Joshua Peach’s article “Best funds of 2023 stick with bitcoin, big tech bets” which was originally published in the Australian Financial Review on 19 January 2024. … Read More
December 2023 UpdatePlus
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For December, Portfolio Manager Anshu Sharma gives us the panoramic view … Read More
Was 2023 the year of the Magnificent Seven?
As the year comes to a close, it is clear that there were two major performance drivers. The first was the macro. 2023 will go down as the year that the … Read More
‘If you can do anything, embrace AI’: Graham Rich’s Portfolio Construction Forum and Loftus Peak
AI is already changing the world – so we were proud to keynote the annual Portfolio Construction Forum 2023 Strategies Conference.
FY23 Review: Peaking rates, rising markets
What drove performance of +35.3% net-of-fees for fiscal year 2023?
Disruptive stocks that can continue to benefit from AI – Alex Pollak on Livewire Markets
Alex Pollak speaks to Livewire’s Ally Selby about the disruptive stocks that can continue to benefit from AI.
July 2023 UpdatePlus
For July, we discuss earnings numbers as cyclical headwinds become tailwinds for disruptive names.
AI returns continue to roll
Fund is up +36.9% net-of-fees year-to-date (5 months to 31 May); Semiconductor rebound drives performance
Dynamite Fishing: £1.5 T UK pension plans survive, luckily
£1.5 trillion UK pension plans survive, luckily
What happens to disruption during a recession?
Despite the potential of a recession, disruption marches on.
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