Disruption and the associated long-term secular trends continue through even the worst periods of recession.
Semiconductors: The Next Big Opportunity?
Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so important over the next three to five years.
What happens to disruption during a recession?
Despite the potential of a recession, disruption marches on.
Financial Newswire: Loftus Peak a ‘Star Manager’
Yasmine Masi’s Financial Newswire article ‘Don’t miss the forest for the trees′ which was originally published in the Financial Newswire on 30 June 2022.
Responsible Investment update: reducing the world’s carbon footprint
Our Responsible Investment approach that will benefit our investors and the planet.
Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix
Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The ABR on 22 April 2022.
Companies spearheading disruption hit value territory
How the actions of nations affect our investment options.
Portfolio positioning in a time of uncertainty
Russia and Ukraine, Inflation – Quality is the way through this period.
LPGDF on AMM platform
AMM announces addition of Loftus Peak Global Disruption Fund on Direct Investing Marketplace.
The disruption strategy that outgrew Tesla
Vesna Poljak’s article ‘The disruption strategy that outgrew Tesla′ which was originally published in The AFR Monday Fundie on 14 Feb 2022.