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We need to talk about value investing…

James Lin31 Jul 2019Press

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

Video: Why Loftus Peak holds Amazon (and more)

James Lin15 Jul 2019Press

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

Loftus Peak featured in the AFR: Disney? Stan? Who to back in the streaming wars

James Lin01 Jul 2019Press

(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

Video: Loftus Peak on Auto Industry Disruption

James Lin24 Jun 2019Press

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 2019Press

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 2019Press

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 2019Press

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 2019Press

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 2019Press

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 2019Press

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 2019Press

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 2019Press

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

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  • Our Funds
    • Loftus Peak Global Disruption Active ETF
    • Loftus Peak Global Disruption Hedged Active ETF
    • Loftus Peak Global Disruption Fund (Class A)
    • Loftus Peak Global Change Portfolio
  • Insights
    • In The Media
    • UpdatePlus
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    • Stock Holding Report
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    • Fund Research Ratings
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Loftus Peak Global Disruption Fund (Class A)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Class A Fund Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (PIM4432AU assigned 27 Nov 2025) 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 Hedged Active ETF (ASX: LPHD)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL9930AU and LPHD assigned 27 Nov 2025) 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.

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Loftus Peak Global Disruption Active ETF (ASX: LPGD)

Zenith Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the Loftus Peak Global Disruption Active ETF (ASX: LPGD) Zenith Report.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU and LPGD assigned 27 Nov 2025) 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

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

Complete this form to request the Loftus Peak Global Disruption Active ETF (MMC0110AU) Lonsec Report.

Rating and logo published on 03/2026 for MMC0110AU 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. © 2026 Lonsec Research. All rights reserved.

SQM Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

Complete this form to request the SQM Report for the Loftus Peak Global Disruption Active ETF (ASX: LPGD) or the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD)

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. 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. 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. The rating may be subject to change at any time. 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.