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
05 Jun 2017
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
22 May 2017
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
10 May 2017
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
Loftus Peak in The Australian
20 Mar 2017Monthly Investor Letter September 2014 | Loftus Peak Performance
29 Sep 2016
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
10 Sep 2016
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
Here are all the things you are not being told
18 Aug 2015Chapter 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 … Read More
Retirement, investment and blue-chips – Chapter 3: The arc of disruption and what it means for investment
10 Aug 2015Retirement, 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 … Read More
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