Below are the top ten listed companies by market capitalisation in 2007, and today. Look at how the top ten has changed. By Alex Pollak and Anshu Sharma, CIO and PM at Loftus Peak. Two of the firms on the list are Chinese – for example Tencent, now valued at … Read More
Sell the banks … here’s why
Find Alex on the Australian Financial Review as he is interviewed by Philip Baker. [pdf-embedder url=”https://www.loftuspeak.com.au/wp-content/uploads/2017/06/Loftus-Peak.pdf” title=”Loftus Peak”]
Which companies keep Australian executives up at night? The AFR’s Phil Baker talks to Alex Pollak
Find Alex on the Australian Financial Review via an article written by Philip Baker. Click the navigation buttons at the bottom left of the article to view the next page. To view the article directly on the AFR website, click here. [pdf-embedder url=”https://www.loftuspeak.com.au/wp-content/uploads/2017/05/Amazon-Google-and-Facebook-now-drive-the-economy-_-afr.pdf” title=”Amazon, Google and Facebook now drive the … Read More
Data: the new oil. Here are the companies with the biggest wells
By Alex Pollak, CIO Loftus Peak The Economist recently made reference to data as the new oil – the fuel on which the new economy runs. Here at Loftus Peak, we made some observations about knowledge networks, with commentary on how central they had become to business, and by … Read More
Monthly Investor Letter September 2014 | Loftus Peak Performance
Performance The representative portfolio returned +4.91% (Loftus Peak estimate before fees) for the month of September 2014. This compares with benchmark return of +3.41% (MSCI AC W orld Net Total Return Index in Australian dollar terms). Loftus Peak Thematic Overview The market in established global disruption names in which Loftus … Read More
Loftus Peak Global Change Portfolio Performance
Performance Summary as at 30 November 2016^ *The Portfolio Benchmark is the MSCI ACWI (net) (as expressed in AUD from Bloomberg). Returns for the periods more than one year are annualised. ^Returns are calculated net of management, performance, administration/ custody and transaction fees, but excluding any adviser fees from the … Read More
Here are all the things you are not being told
Chapter 2 of Retirement, investment and Blue-chips: What you really must understand Here are all the things you are not being told Invest a million dollars. Borrow $750,000. Salary sacrifice. Get a tax break of $100k. The surprising thing is that this money is your money. It’s not actually large, in … Read More
Retirement, investment and blue-chips – Chapter 3: The arc of disruption and what it means for investment
Retirement, investment and blue-chips – What you really must understand It wasn’t that long ago that mobile phones or even the internet didn’t exist. It and wasn’t that long ago that Nokia did, Eastman Kodak and Digital Equipment Corporation did, in the sense of being top 100 companies. Google’s Ray … Read More