Disruption is upending whole sectors, but Australian investors have missed out on exposure to growing markets by holding onto the disrupted, such as mining and banking.
Picking good companies in a volatile market
During times of volatility, what are the best companies to be invested in? Find out more in this article.
Why is Apple down – Alex Pollak on 2GB with Ross Greenwood
Alex Pollak, CIO at Loftus Peak, with Ross Greenwood, Money News, why Apple has been sold down, and why we believe the market’s reaction is wrong.
US Markets to zero for year after “brutal” October – WSJ
Short-term thinking has triggered a sell-off of some of the best companies in the market. What should we make of all this? Find out more in this article.
Software and bananas
Machine learning is finding use cases in unlikely areas… Loftus Peak explores how technology is extending into areas way beyond enterprise IT.
Regulation and electric cars
Loftus Peak’s thoughts on Electric Vehicles and how disruption can create value for new companies, but also create challenges for other, established ones.
The GFC ten years on, and why we’re not primed for another one
This correction is just that – the problems we are facing are objectively nowhere near as large as those of the GFC. Find out why in this article.
Loftus Peak featured by MoneyManagement – ‘consistently produced top-quartile returns for all time periods…consistently outperformed the benchmark’
Originally posted on MoneyManagement here. Money Management has found five funds investing primarily in global equities that have consistently outperformed the MSCI World Index. Money Management used FE Analytics to find … Read More
Loftus Peak featured by the ASX: Making money from Disruption
By Alex Pollak and Anshu Sharma (originally published in the ASX August Investor Newsletter) When Loftus Peak first began taking investor funds four years ago there was a perception that smartphones and … Read More
Alex Pollak on 2GB with Ross Greenwood – Apple the first US trillion dollar company
Why third quarter results pushed Apple to US$1 trillion in value Apple sales were boosted by an average selling price per iPhone which went from below US$600 to US$724. Quarterly revenue was … Read More
Apple through US$1 trillion, Google, Amazon, Microsoft hot on its heels: Runaway returns to scale?
By Alex Pollak and Anshu Sharma (originally published on Firstlinks) The law of large numbers v runaway returns to scale There is a well understood principle in investment known as the … Read More
Loftus Peak in the AFR: The death of Moore’s Law (20th July 2018)
Key takeaways from Loftus Peak’s feature in the Australian Financial Review: The death of Moore’s Law (the idea that with time more transistors can be packed onto the one chip to … Read More