(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

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

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

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

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

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