Across the month, the Loftus Peak Global Disruption Fund Active ETF has received a Responsible Investment Certification from Responsible Investment Association Australasia (RIAA). RIAA’s certification program is the leading initiative for … Read More
Electricity is the new oil
Source: Onsemi “The United States still gets most of its energy by setting millions of tiny fires everywhere. Cars, trucks, homes and factories all burn fossil fuels in countless engines, furnaces and … Read More
Loftus Peak features in AFR’s Chanticleer – AI
Source: Shutterstock Below is an extract from James Thomson’s Chanticleer article “How Sydney fundie caught AI wave” which was originally published in the Australian Financial Review on 19 May 2023. For … Read More
April 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For April, we discuss Microsoft, Amazon and Google as the AI … Read More
Netflix rides the advertising recovery
Source: Shutterstock A vicious circle for traditional TV The Netflix stock price was pummelled in early 2022 as its subscriber base decreased on a quarterly basis for the first … Read More
March 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For March, we discuss the turmoil in the banking sector and … Read More
Alan Kohler from Eureka Report in conversation with Loftus Peak’s Alex Pollak
Alan Kohler unpacks Artificial Intelligence, a significant driver of performance in the last month, with Alex Pollak, CIO of Loftus Peak. To read the full transcript on the Eureka Report … Read More
AI, ChatGPT light up the portfolio
User: What is unusual about this image? GPT4: The unusual thing about this image is that a man is ironing clothes with an ironing board attached to the roof of a … Read More
February 2023 Update+
Welcome to UpdatePlus! A short tour around the grounds of investment in the big disruptive trends that are driving business. For February, we discuss Streaming and Artificial Intelligence.
Understanding Artificial Intelligence (AI) as an Investor
Our investment team speaks about one of the hottest topics on everyone’s lips today, Artificial Intelligence (AI). The Loftus Peak investment team focuses on the key industries driving AI, how Loftus … Read More
Market races off the mark
Source: Shutterstock January saw a significant reversal of December’s sell-off. The Loftus Peak Global Disruption Fund gained +11.3% net-of-fees, with outperformance of +7.6% relative to the benchmark MSCI All Countries World Index … Read More
2022 in Review & 2023 Positioning
Source: American Institute for Economic Research From almost every economic perspective, 2022 was a bad year. COVID had already pushed governments to loosen monetary policy, stretching vulnerable supply lines to breaking point. … Read More