There is a new calculus starting to take shape in investment markets – the advent of disrupted companies moving to disrupt themselves.

US 10 year Treasuries jumped from from 1.08% to 1.52% in February, causing Loftus Peak to examine portfolio construction and risk.

2020 has marked a significant shift in the make-up of the top-performing disruptive companies.

Governments around the world are acting to outlaw the internal combustion engine by the mid-2030s. Where does this place the legacy car manufacturers?

The Australian Financial Review Chanticleer columnist Tony Boyd reflecting on the successful portfolio in 2020 and what it might look like in 2021.

A review of 2020 highlights from the Loftus Peak team.

Alan Kohler and Loftus Peak CIO Alex Pollak talk investing through the pandemic, the difference between high share price and overpriced companies, and emerging television disruptors like Roku.

The Loftus Peak Global Disruption Fund is now available to investors on the ASX as an active Exchange Traded Managed Fund (ASX Code: LPGD). Find out more in the media press release.

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records

Viewing disruption as a core portfolio theme; and avoiding index funds that do not include emerging disruption stars

Loftus Peak CIO Alex Pollak discusses with Jackie Edwards the recent run up in share prices and why there is still further to go in many of the Fund’s holdings.

Alex Pollak, CIO Loftus Peak, discusses the strong performance of disruptive companies during COVID-19 with Money and Life Magazine reporter Jayson Forrest.