A two minute video on our investment strategy where we explain our focus on the impact of disruption.
Loftus Peak Global Disruption Fund now Available on ASX (Code: LPGD)
The Loftus Peak Global Disruption Fund is now available to investors on the ASX as an active Exchange Traded Managed Fund (“active ETF”).
Register Now – FPA Webinar: Insights into investing in a changing world
Tuesday 23 June | 1:00pm – 2:00pm AEST | Up to 1 CPD hour | Free for FPA members
Loftus Peak with Ticky Fullerton – what is the future of the FAANG stocks?
Alex discusses the future of FAANG (FB, AAPL, AMZN, NFLX, GOOGL) with Ticky Fullerton (YourMoney). The discussion covers a broad range of topics, including Apple’s transition to services, streaming versus cable, … Read More
Loftus Peak on YourMoney’s Mediaweek discussing disruption and media
YourMoney invited Alex onto their Mediaweek segment to discuss the disruption that is taking place in media (e.g. NFLX) and elsewhere. Alex also touches on Loftus Peak’s investment process and outlook.
Disruption? It’s happening
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 … 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 … 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, … 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 … 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. … Read More
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