How we identify and invest in disruptive companies and why we believe the pace of change will continue to accelerate

COVID-19 as a ‘forcing function’, the effect of ‘cloudficiation’, and how disruptive companies are performing in the current environment.

While we recognise that growth is never linear, we are beginning to notice the pace of change accelerate.

Loftus Peak’s performance through the ‘virus crash’ was highlighted by Tony Boyd in the AFR.

Following the passing of Harvard Professor Clayton Christensen, father of disruption of business, Loftus Peak explains how his research has informed the team’s thinking.

Tesla has been on a tear in recent months. What is driving the company’s share price performance and why are traditional car manufacturers being left behind?

Loftus Peak has been named among the top performing global fund managers for 2019. We believe our investment philosophy and process underpin the successful year and longer-term track record.

Valuation and portfolio construction play a key role in providing investors diversification away from companies being disrupted – which are often a feature in traditional, backward looking indices.

Are investors missing out on the value created from their increasing digital screen time?

Why single-period valuation metrics, such as PE multiples, can be misleading. A look into Loftus Peak’s valuation process.

Having Rick Steele step up as CEO is an important step in taking our future-focused investment company to the next level.