A two minute video on our investment strategy where we explain our focus on the impact of disruption.
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
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
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
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
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
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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