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 surges, VW doesn’t. Here’s why
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?
What drove Loftus Peak’s +35% net-of-fees return for 2019
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.
The Best Protection in a Market Downturn
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 You Investing in Your World?
Are investors missing out on the value created from their increasing digital screen time?
Video: PEs don’t work. Here’s why.
Why single-period valuation metrics, such as PE multiples, can be misleading. A look into Loftus Peak’s valuation process.
Loftus Peak appoints Rick Steele chief executive
Having Rick Steele step up as CEO is an important step in taking our future-focused investment company to the next level.
Video: Why companies don’t disrupt themselves (Uber and the taxi industry)
Find out more about the types of companies that make up Loftus Peak’s portfolio in this video.
SQM Research re-affirms Superior rating for Loftus Peak’s Global Disruption Fund
Loftus Peak is pleased to announce that the Loftus Peak Global Disruption Fund’s 4 star ‘Superior’ rating has been reaffirmed by SQM Research.
We need to talk about value investing…
In the past year, many value-based managers have shut down or wound back operations. This then begs the question: is value investing wrong?
Video: Why Loftus Peak holds Amazon (and more)
In this video we unpick how Amazon used its unique strategy to become one of the largest retailers in the world, and what is coming next.