An important part of Loftus Peak’s Responsible Investment Policy – and the group’s investment philosophy since inception – is the belief that the world will move away from energy generated by … Read More
Loftus Peak Global Disruption Fund on AMM platform
01 Mar 2022AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More
The disruption strategy that outgrew Tesla
16 Feb 2022Thank you AFR for interviewing our CIO Alex Pollak and Portfolio Manager Anshu Sharma. We remain confident in the Fund’s exposures to companies underpinning disruptive change and fact-based valuation.
De-carbonisation: it’s on
19 Nov 2021Energy companies globally are racing to develop alternative clean sources of power
Video: Loftus Peak’s Disruption Strategy
06 Oct 2021A 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)
09 Nov 2020The 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
17 Jun 2020Tuesday 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?
04 Mar 2019Alex 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
27 Feb 2019YourMoney 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
05 Dec 2017Below 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
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