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Video: Loftus Peak on Auto Industry Disruption

James Lin24 Jun 2019PressLeave a Comment

Whole industries, valued at trillions of dollars, are being up-ended by disruption. Electric cars don’t just mean that multi-billion dollar fossil fuel car companies must adapt, their suppliers are also at … Read More

Loftus Peak nominated as a finalist in 2019 IMAP Awards

James Lin31 May 2019PressLeave a Comment

Loftus Peak is pleased to announce that it is a finalist in the International Equities category of the 2019 IMAP awards. Toby Potter, Chair of IMAP, said: “The managed account programs … Read More

Loftus Peak featured in The Australian: Writing’s on the wall as targeted ads threaten commercial TV

James Lin29 Apr 2019PressLeave a Comment

By Alex Pollak, CIO Loftus Peak (originally published in The Australian – 29/04/19) Disruption doesn’t end with media. It is ripping through the global economy. It’s television, but not as we … Read More

Uber’s IPO – Alex Pollak on 2GB with Ross Greenwood

James Lin23 Apr 2019PressLeave a Comment

Having now notched up over 10 billion trips, Uber, the dominant player in ridesharing, is looking to list within weeks. Listen to Alex Pollak (Loftus Peak) and Ross Greenwood (Money News … Read More

Stream Wars: The (Disney) Empire Strikes Back

James Lin16 Apr 2019PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Do not attempt to adjust your set – your TV has been forever changed Remember when TV went to colour, from black and white? Or … Read More

How our process delivers investment returns in a rapidly changing world

James Lin18 Feb 2019PressLeave a Comment

In just under five months Loftus Peak will have been operating for five years. The portfolio has delivered 19.3% p.a. since inception in June 2014, with outperformance of +8.2% p.a. Investors … Read More

The market rout: How we tell which companies will survive – Alan Kohler speaks with Alex Pollak

James Lin30 Jan 2019PressLeave a Comment

Listen to the audio below: OR Read the transcript below. FULL TRANSCRIPT This week’s Fund Manager interview is with our friend Alex Pollak, the Chief Investment Officer and Founder of Loftus Peak. … Read More

Loftus Peak featured in the AFR: Netflix heads for earnings litmus test (15th January 2019)

James Lin15 Jan 2019PressLeave a Comment

Tony Boyd discusses Netflix and its upcoming earnings announcement, picking up on some of Loftus Peak’s commentary regarding the disruption that is occurring in the video streaming industry. To see our … Read More

After the volatility, who makes the cut?

James Lin14 Jan 2019PressLeave a Comment

By Alex Pollak, Loftus Peak CIO 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 … Read More

Holding onto losers, praying for a miracle

James Lin14 Dec 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Key Takeaways: Disruption is upending whole sectors such as energy and banking.  This disruption has led to the US market significantly outperforming the local (Australian) … Read More

Picking good companies in a volatile market

James Lin03 Dec 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Key Takeaways: Short-term thinking has triggered a sell-off of some of the best companies in the market. Short-term volatility is unnerving, but it doesn’t alter … Read More

Why is Apple down – Alex Pollak on 2GB with Ross Greenwood

James Lin15 Nov 2018PressLeave a Comment

Why is Apple down? Loftus Peak’s thoughts on the recent share fall Apple sold down over the past few days on analyst reports – but it’s not our view. The company … Read More

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  • Insights
  • Our Funds
    • Global Disruption Active ETF
    • Global Disruption Hedged Active ETF
    • Global Disruption Fund (Class A)
    • Global Change Portfolio
    • What’s the difference?
  • Advisers
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    • Thematic Exposure
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    • Fund Research Ratings
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Loftus Peak Global Disruption Active ETF SQM Report

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SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (August 2024), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Loftus Peak Global Disruption Active ETF

Zenith Report

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU assigned 28/11/2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Active ETF

Lonsec Report

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Rating and logo published on 04/2025 for MMC0110AU are issued by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec Research) for use in Australia only. Ratings and logos are general advice only and have been prepared without taking account of investor objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating and/or logo is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings and logos are subject to change without notice and Lonsec Research assumes no obligation to update. Lonsec Research uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for further information and to access the full report. © 2025 Lonsec Research. All rights reserved.

Loftus Peak Global Disruption Active ETF

Research IP Report

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The Research IP rating (assigned 20 November 2024) is published by Research IP Pty Ltd (ABN 81 602 947 562, AFSL 481674, New Zealand FSP 710351). The rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s), using comprehensive and objective criteria, but without taking into account the objectives, financial situation or needs of any individual. The rating is not a recommendation to purchase, sell or hold the product(s) and you should seek independent financial advice before investing in this product(s). For further advice on the relevance of this rating to your personal situation, please consult your authorised financial adviser. Investors should obtain a copy of, and consider the PDS or offer document, before making any decision and refer to the full Research IP report available at https://portal.research-ip.com. The rating is subject to change without notice and Research IP assumes no obligation to update the relevant document(s) following publication. Past performance information is for illustrative purposes only and is not indicative of future performance. Research IP usually receives a distribution licensing fee from the Fund Manager for the right to publish the research report and rating. For further information regarding Research IP’s Ratings, please refer to our website at: https://research-ip.com/research/our-ratings.

Global disruption is changing the face of investment

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