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

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 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

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

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

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

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