Alex Pollak, CIO Loftus Peak This article was originally published to Firstlinks. Google recently joined the trillion (US) dollar valuation club, of which Apple and Microsoft are already members at around … Read More

Alex Pollak, CIO at Loftus Peak What’s so special about the Loftus Peak Global Disruption Fund? Traditional business models are being disrupted as connectivity, networks and the sharing economy impact all … Read More

Alex Pollak, CIO at Loftus Peak We have had several smaller corrections in the five years since our inception, with the largest downturn in the December quarter of 2018. CNN noted … Read More

Anshu Sharma, PM at Loftus Peak It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television … Read More

Why single-period valuation metrics, such as PE multiples, can be misleading. A look into Loftus Peak’s valuation process. Find out more in the video below. 

By Greg Bright (originally published to Investor Strategy News) Loftus Peak, a boutique equities house, is expanding its remit with the appointment of a professional funds management chief executive. Rick Steele … Read More

Loftus Peak was created to give Australians exposure to listed global disruptive companies. These are the companies changing the world around us, or providing the tools that facilitate this change.  Our … Read More

Loftus Peak invests across retail, banking, media, transportation – across the whole market – but with a focus on companies that use all the available tools at their disposal to build … Read More

Loftus Peak is pleased to announce that the Loftus Peak Global Disruption Fund’s 4 star ‘Superior’ rating has been reaffirmed by SQM Research. On receiving the reaffirmed 4 star SQM rating, … Read More

What is happening to value investment managers? In the past year, one of the best in the market, Steve Johnson from Forager, has publicly written about the problems the fund is having … Read More

The names Loftus Peak invests in are large capitalisation names that are changing the way business operates. We unpick how Amazon used its unique strategy to become one of the largest … Read More

(By James Frost – originally published in the Australian Financial Review on 1 July 2019.) The thundering arrival of streaming services such as Netflix has been one of the biggest and most … Read More