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Has china found a way around sanctions against its semiconductor industry?
Watch time: 4 minutes
October 2023 Returns*
| Performance (net-of-fees) | Index | Alpha (net-of-fees) | |
|---|---|---|---|
| 1m | -0.18% | -1.45% | +1.27% |
| 3m | -7.12% | -4.11% | -3.01% |
| 6m | +15.89% | +2.37% | +13.52% |
| 1y | +30.77% | +11.50% | +19.28% |
| 3y p.a. | +6.90% | +10.37% | -3.47% |
| 5y p.a. | +15.13% | +9.85% | +5.27% |
| Inception p.a. | +17.34% | +11.28% | +6.06% |
Explore our Funds
Loftus Peak Global Disruption Fund
The Loftus Peak Global Disruption Fund invests in listed disruptive businesses. The portfolio is constructed on the basis of strict criteria, to give exposure to some of the best and fastest growing companies in the world at carefully determined valuations.
Loftus Peak Global Disruption Fund (Hedged)
The Loftus Peak Global Disruption Fund (Hedged) carries exposure to the same holdings as the Loftus Peak Global Disruption Fund. As the name suggests, the hedged class of the Fund seeks to substantially hedge the foreign currency exposure arising from investments in overseas markets back to Australian dollars.
Loftus Peak Global Change Portfolio
Sophisticated investors may also invest by way of the Loftus Peak Global Change Portfolio which is a managed discretionary account. The Portfolio is managed according to the same underlying investment objective and carries similar portfolio holdings to the Fund. The minimum account size for investments in the Portfolio is $150,000.
Learn more About Us
Investment Team
Alex Pollak
CIO and Founder
Anshu Sharma
Portfolio Manager and Founder
Harry Morrow
Investment Analyst
Tom Gilbertson
Investment Analyst
Stuart Kennedy
Investment Analyst
Tom Keir
Investment Analyst
Rob Forage
Life Sciences Expert
Els Termaat
ESG Expert
Paul Davis
Research Advisor
Distribution Team
Larry Achike
Head of Distribution
Pierre Kraft
General Manager Sales and Distribution
Charles Badger
Head of Sales and Key Accounts
Cara Christie
Media Design
Operations Team
Rick Steele
CEO
Gary Cullen
Head of Risk and Operations
Emily Hempel
Operations Analyst
Advisory Board
Andre Morony
Advisory Board
Read our Investment Philosophy
Loftus Peak seeks to harvest return from global sharemarkets by focusing on understanding the change the world will go through in the next two to five years and beyond, attributing value to that change, and then discounting it back to derive a valuation in today's terms.
We seek out companies that are driving, or will be the beneficiaries of, the accelerating pace of change across all industries globally. We construct a portfolio from these companies on the basis of strict criteria at carefully determined valuations, in a process that openly acknowledges and accounts for risk.
The video below illustrates how whole industries, valued at trillions of dollars, can be upended by disruption. While detrimental to the incumbents of the industry, the new disruptive players are those that will benefit the most, and those in which we look to invest.
Firm Awards
