Fund Overview
Loftus Peak is a global equities fund manager focused on disruptive businesses. Founded in 2014, the Fund invests in global companies driving industry change, such as Nvidia, first bought in 2016. As well as Microsoft and Broadcom, the diverse portfolio also includes many less well-understood companies which are expected to be household names in the future, such as AMD and Qualcomm. This global approach aims to reduce concentration risk often associated with home-biased Australian portfolios.
Investment Management Leadership
Alex Pollak
CIO and Founder
With 25 years’ experience in disruptive business models gained during a career with Macquarie Bank, Alex heads one of the best-performing teams in global investment management in Australia.
He has a deep understanding of the mechanisms through which disruption changes business models and the impact it has on company valuation, with an acknowledged record of identifying thematics early in the investment cycle.
Anshu Sharma
Portfolio Manager and Founder
Anshu began his career more than 15 years ago as a global investment analyst, covering companies that have now been at the forefront of disruption for over a decade. He later assumed a similar role with a focus on the Asian market, gaining a unique perspective on the global scale and impact of disruptive businesses. In 2014, Anshu became one of the founding members of Loftus Peak and has served as Portfolio Manager of the global disruption strategy since 2015.
At Loftus Peak, his focus has been on developing and executing a repeatable investment process that identifies, values, and risk-adjusts portfolio positions to stay ahead of the market.
Anshu holds a Master of Commerce from the University of New South Wales and a Bachelor of Commerce (Honours) from Delhi University. He is also a Chartered Financial Analyst® and holds the CIPM® certificate.
Harry Morrow
Senior Investment Analyst
Harry joined Loftus Peak as an analyst in 2018. He is a member of the investment team, with a focus on streaming, digital advertising and health sciences. He supports the Portfolio Manager and Chief Investment Officer through thematic, industry and company analysis as well as modelling for potential and current portfolio holdings.
He has graduated from the University of Sydney with a Bachelor of Commerce, majoring in Finance and Commercial Law. Harry is a CFA Charterholder.
Raymond Tong
Head of Research
Raymond joined Loftus Peak in March 2024 as Head of Research. Raymond has a strong background in the disruption thematic having developed and managed global disruption portfolios for Orca Funds Management and Evans and Partners Financial Group since 2017. Prior to this, Raymond was a well regarded research analyst at Goldman Sachs, covering the telecom, internet and media sectors.
Raymond has a Bachelor of Mechanical Engineering (Honours) and Commerce (Finance) from the University of Melbourne and has a Chartered Financial Analyst® designation.
(Net)
The risk/return profile of the Fund and benchmark
differ due to differences in constituents
Portfolio Construction
Firm Awards & Platform Availability
Fund Performance
The Orca Global Disruption Fund is now managed by Loftus Peak, appointed 1 March 2024.
Chart
Table
Performance Summary as at 31 July 2025*
| 1m | 3m | 6m | 1y | 3y p.a. | 5y p.a. | 7y p.a. | Inception p.a. (25 July 2017) | |
|---|---|---|---|---|---|---|---|---|
| Fund (net-of-fees) | +3.1% | +20.9% | +5.8% | +28.9% | +27.9% | +12.6% | +14.7% | +17.1% |
| Benchmark | +3.2% | +11.3% | +4.6% | +17.5% | +18.5% | +15.2% | +12.9% | +13.6% |
| Outperformance (net-of-fees) | -0.1% | +9.6% | +1.3% | +11.4% | +9.4% | -2.6% | +1.8% | +3.5% |
*Past performance is not a reliable indicator of future performance. Source: Loftus Peak, MSCI
- All returns beyond one year are annualised. Inception date 25 July 2017.
- All returns are total returns, inclusive of reinvested distributions and net of fees and costs using net asset value per unit from inception to, and including, 31 January 2021 and exit unit price from this date.
- Index net total returns are sourced from Bloomberg.
- Past performance is not indicative of future performance.
- The Orca Global Disruption Fund is designed in a benchmark unaware manner. The Investment Manager believes the MSCI AC World Index is appropriate for comparison purposes given the Fund invests in companies across a range of industries including technology, renewable energy, consumer, communication services and healthcare. The risk/return profiles of the Fund and benchmark differ due to differences in the constituents of each. The Fund’s objective is to provide investors with capital growth over the long-term through exposure to companies that benefit from disruptive innovation – in or from any industry/sector, including emerging market listed investments.
- Please note, Loftus Peak Pty Limited replaced Orca Funds Management as the Investment Manager of the Orca Global Disruption Fund on 1 March 2024.
- The data source for the Fund's benchmark was changed from Bloomberg to MSCI effective 29 February 2024. All data prior to this date remains unchanged
Fund Holdings
| Date | Ticker Code | Security Name | Weight (%) |
|---|---|---|---|
| 30/05/2025 | 1211 | BYD | 2.55% |
| 30/05/2025 | 3750 | CATL | 1.30% |
| 30/05/2025 | 6857 | Advantest | 2.46% |
| 30/05/2025 | ADYEN | Adyen | 2.94% |
| 30/05/2025 | AMZN | Amazon | 5.64% |
| 30/05/2025 | ANET | Arista Networks | 2.18% |
| 30/05/2025 | AVGO | Broadcom | 6.04% |
| 30/05/2025 | CART | Instacart | 3.03% |
| 30/05/2025 | CRM | Salesforce | 2.74% |
| 30/05/2025 | DDOG | Datadog | 2.63% |
| 30/05/2025 | GTLB | GitLab | 2.18% |
| 30/05/2025 | INTC | Intel | 1.31% |
| 30/05/2025 | IOT | Samsara | 2.51% |
| 30/05/2025 | LLY | Eli Lilly | 4.09% |
| 30/05/2025 | MELI | MercadoLibre | 1.98% |
| 30/05/2025 | META | Meta | 5.80% |
| 30/05/2025 | MSFT | Microsoft | 6.05% |
| 30/05/2025 | NFLX | Netflix | 5.03% |
| 30/05/2025 | NOW | ServiceNow | 2.69% |
| 30/05/2025 | NVDA | NVIDIA | 8.62% |
| 30/05/2025 | PANW | Palo Alto Networks | 1.63% |
| 30/05/2025 | QCOM | Qualcomm | 5.19% |
| 30/05/2025 | ROKU | Roku | 3.95% |
| 30/05/2025 | TSM | Taiwan Semiconductor | 9.70% |
| 30/05/2025 | UBER | Uber | 1.80% |
| 30/05/2025 | Cash | 5.95% |
Unit Price and Distribution Summary
| Date | NAV Unit Price | Entry Unit Price | Exit Unit Price |
|---|---|---|---|
| 21/08/2025 | $3.1084 | $3.1146 | $3.1022 |
| 20/08/2025 | $3.1192 | $3.1254 | $3.1130 |
| 19/08/2025 | $3.1271 | $3.1334 | $3.1208 |
How to Access Orca Global Disruption Fund
Checklist when investing directly in the Orca Global Disruption Fund:
- 1Read the Product Disclosure Statement, Information Booklet and Fund Target Market Determination
- 2Complete the application form online through either the Orca Application or download the hard copy Application Form. If you are a new investor, please complete the initial Initial Application Form and required Document Certification Information Sheet If you are an existing investor, please complete the Additional Application Form. To withdraw please complete the Withdrawal Form
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- 3Please mail your Application Form, Identification Form and certified copies of your required identification to
Address: Boardroom Pty Limited GPO Box 3993 Sydney NSW 2001
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Contact Us
Contact one of the Loftus Peak team at enquiry@loftuspeak.com.au Alternatively, please call us on +61 2 9163 3333