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ABC The Business on Apple featuring Alex Pollak

James Lin13 Sep 2015PressLeave a Comment

Source: The Business | Duration: 10min 41sec

Why Apple shares will trade higher | Alex Pollak for SMH

James Lin13 Sep 2015PressLeave a Comment

Written by Alex Pollak. Originally published on The Sydney Morning Herald, September 24 2015. Everybody thinks that Apple is a hardware company, and it is… in part. But this is simplistic analysis, … Read More

Aussies dramatically under invested in the companies reshaping business | Livewire interview

James Lin04 Sep 2015PressLeave a Comment

“SMSF in Australia is very concentrated in domestic assets. Alex Pollak, CEO of Loftus Peak believes that “self managed super in this country is dramatically under invested in the companies that … Read More

Who is responsible for this savage beating?

James Lin24 Aug 2015PressLeave a Comment

The usual suspects are behind the glass in the police line-up for the savage assault on the Aussie market. Some people reckon its yuan devaluation, which signals the beginning of the … Read More

What Netflix coming to Australia really means

James Lin21 Aug 2015PressLeave a Comment

It could be argued that Netflix means nothing for Australian television viewers – all programming is already available free, stolen or bought – and yet… Foxtel has just paid up big … Read More

Retirement, Investment and the internet: What you really need to understand

James Lin21 Jul 2015PressLeave a Comment

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How much exposure to banks is enough? | Alex Pollak for SMH

James Lin25 May 2015PressLeave a Comment

Written by Alex Pollak. Originally published on The Sydney Morning Herald, May 22 2015. Investors considering taking up the NAB 2-for-25 rights issue need to  consider just one thing – whether … Read More

Investing in disruption and Tesla – Livewire Interviews Alex Pollak

James Lin29 Apr 2015PressLeave a Comment

“The term ‘disruption’ has become particularly popular and in vogue when looking at new and emerging businesses. Alex Pollak is a regular contributor to Livewire and focuses on investing in disruptive businesses.”

Investors hold their breath as Apple, Facebook, Google earnings season begins

James Lin21 Apr 2015PressLeave a Comment

The big disruptive names – Facebook, Google , Apple – have been gyrating in recent days as Wall Street tries to work out whether they will disappoint in the current earnings … Read More

The significant risks of not investing in disruption

James Lin18 Mar 2015PressLeave a Comment

Can you imagine a world that does not have a mobile phone? Or where the internet doesn’t exist? And yet it is only 8 years since the first iPhone, while Google … Read More

Apple up 10% if the watch launch goes well overnight…

James Lin09 Mar 2015PressLeave a Comment

A lot has been said about all the fun things the Apple Watch can do for you (give you the gain on the your stock portfolio, let you know when your … Read More

Tech-wreck as NASDAQ goes through 5000? – Not this time… Published SMH 3/3/2015

James Lin03 Mar 2015PressLeave a Comment

The Nasdaq went through the magic 5000 last night (it closed at 5008), just 1% less than the record close of 5048.6 reached on 10 March 2000, after which the index … Read More

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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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