Below is an extract from Tony Featherstone’s Australian Financial Review article ‘14 disruptive trends you need to know about in 2022′ which was originally published in the Australian Financial Review on … Read More
Qualcomm shoots the lights out in November; the investment process that got us here
Uncertainty over the Omicron COVID-19 variant has unsettled markets again following a period of optimism – and just when businesses had begun the return to normal. This has put a dent in the … Read More
De-carbonisation: it’s on
We are well into the next wave of disruption: de-carbonisation. This was pioneered by Elon Musk through the car and battery company Tesla. Musk wasn’t the first person to recognise how … Read More
Adviser Webinar recording “A ‘Peak’ into the Future”
If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More
Video: Loftus Peak’s Disruption Strategy
Understanding disruption and its impact on business globally is important now more than ever. The video below will give you an insight into how Loftus Peak invests.
Elon Musk, how artificial intelligence works; plus August returns
Reading time: 5 Minutes Newsworthy in August was the artificial intelligence (AI) day held by Tesla. CEO Elon Musk wasn’t the first to flag the danger of AI for society – there have … Read More
Loftus Peak features in Tony Boyd’s (AFR’s Chanticleer) Super Fund Returns
Below is an extract from Tony Boyd’s Chanticleer article ‘Chanticleer’s super fund falls off its perch′ which was originally published in the Australian Financial Review on 6 August 2021. For the … Read More
The financial year in review, plus June Fund Performance
June was a strong month for the Loftus Peak Global Disruption Fund, which recorded a return of +10.2% net-of-fees with +5.6% of outperformance. The top performer was Roku, which added +2.7 percentage points … Read More
SQM Research re-affirms rating for Loftus Peak’s Global Disruption Fund
Loftus Peak is pleased to announce that SQM Research has re-affirmed the rating for Loftus Peak’s Global Disruption Fund at 4.25 stars. The Fund has maintained its position in the ‘Superior’ … Read More
Investing in a better world; Loftus Peak and ESG
From its inception in 2014 Loftus Peak has strived to implement a future-focused investment approach that respects the value and importance of environmental, social and governance attributes of the companies in … Read More
Equity Mates interviews CIO Alex Pollak on investing in Global Markets
Following the ASX Investor Day event which ended last month, we were pleased to have been invited by the team at Equity Mates Investing Podcast for an interview as part of … Read More
Growth vs Value: which companies win in a post-COVID world?
The Growth/Value dichotomy lies in plain sight – at the time of writing, the Dow had risen 0.7% overnight, while the NASDAQ fell 0.5%. These moves have been in train for … Read More