In the past year, many value-based managers have shut down or wound back operations. This then begs the question: is value investing wrong?

In this video we unpick how Amazon used its unique strategy to become one of the largest retailers in the world, and what is coming next.

Loftus Peak’s Alex Pollak and AFR’s James Frost discuss the rise of streaming services and smaller players such as Roku who deliver the operating system to make all this possible.

Whole industries, valued at trillions of dollars, are being up-ended by disruption. Find out more in this video.

Loftus Peak has been nominated as a finalist in the International Equities category of the 2019 IMAP awards.

Programmatic advertising is the latest disruptive threat, in a line of many, to traditional TV advertising.

Having now notched 10 billion trips on its belt, Uber, a dominant player in ridesharing, is looking to list in May. Listen to Alex Pollak (Loftus Peak) and Ross Greenwood (2GB below) dive into the numbers.

Disney announces its Disney+ offering in an attempt to compete with Netflix – a battle which will ultimately redefine television globally.

We look back at our investors’ biggest winners, and it’s not just the FANG. Find out more in this article.

Alex Pollak, CIO at Loftus Peak, speaks with Alan Kohler about the the volatility we have experienced, stocks that are doing well and how we should think about 2019 with all this in mind.

The Australian Financial Review picks up on some of Loftus Peak’s commentary regarding the disruption that is occurring in the video streaming industry.

What should be made of all this volatility?
Is it logical for the global markets to be down 5% one day, and then up the same amount the next?
Find out more in this article.