There is a new calculus starting to take shape in investment markets – the advent of disrupted companies moving to disrupt themselves.
Interest rate fears grip markets; how we manage risk and return.
28 Feb 2021US 10 year Treasuries jumped from from 1.08% to 1.52% in February, causing Loftus Peak to examine portfolio construction and risk.
What drove outperformance of 34% in 2020 for Loftus Peak investors
25 Feb 20212020 has marked a significant shift in the make-up of the top-performing disruptive companies.
Fund outperforms by 5.0% in January; automakers coming to terms with disruption.
31 Jan 2021Governments around the world are acting to outlaw the internal combustion engine by the mid-2030s. Where does this place the legacy car manufacturers?
Why global tech stocks are the way to go in 2021, according to AFR’s Chanticleer.
30 Dec 2020The Australian Financial Review Chanticleer columnist Tony Boyd reflecting on the successful portfolio in 2020 and what it might look like in 2021.
Alan Kohler features Loftus Peak in Eureka Report interview
12 Nov 2020Alan 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.
Loftus Peak Launches Active ETF on the ASX
09 Nov 2020The 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.
FAANGM-mania, or are there good reasons for these high prices?
30 Oct 2020Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records
Rethinking portfolio construction – Interview with the AFR
15 Sep 2020Viewing disruption as a core portfolio theme; and avoiding index funds that do not include emerging disruption stars
Is there still value in Apple and Amazon after the recent rally? Bloomberg asks
11 Sep 2020Loftus 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.
Loftus Peak featured in FPA’s Money and Life Magazine August issue
28 Aug 2020Alex Pollak, CIO Loftus Peak, discusses the strong performance of disruptive companies during COVID-19 with Money and Life Magazine reporter Jayson Forrest.