Change. The way you should invest.

We invest in global companies driving change that we expect to dominate our world in the next 3 to 5 years. We seek out companies that are driving, or will be the beneficiaries of, the accelerating pace of change across all industries globally.
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About Us

Investment Philosophy

Loftus Peak believes that all industries are being disrupted. We seek out companies that are driving, or will be the beneficiaries of, this accelerating pace of change. Importantly, 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.

This approach to investment across a wide range of global industries lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.

Our portfolios include large capitalisation names like Microsoft and Google (Alphabet) as well as many others that we expect to be household names in the future, such as Advanced Micro Devices and Qualcomm.

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Thematic based and index unaware

A concentrated, futured-focused portfolio
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Beneficiaries of Global Disruption

15-35 disruptive companies with proven business models challenging incumbents across all industries
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Financial Strength

Typically, holdings have large market capitalisations, strong balance sheets and cashflows
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Deep understanding of industries and companies

Thoroughly researched, sometimes over many years
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Fair value exceeds current value

Holdings included in portfolio based on tried and tested valuation methodology
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Sustainability

Environmental, Social and Governance risk formally integrated in investment process.

Investment Insights

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  • Artificial Intelligence
  • Cybersecurity
  • Decarbonisation
  • Disruption
  • Electrification
  • ESG
  • News about Loftus Peak
  • Semiconductors
  • Streaming
  • UpdatePlus
Electrification, Press

The flying car from China

06 Aug 2025
Chinese car makers beating Europe, US and even Japan
Company News, News about Loftus Peak, Press

Significant Event Notice – 18 July 2025

19 Jul 2025
Significant Event Notice – Proposed Changes to the Name of the Fund and Investment Parameters. This notice is issued by The Trust Company (RE Services) Limited (ABN 45 003 278 831) ... Read More
Artificial Intelligence, Company News, Press, UpdatePlus

July 2025 Update+

15 Jul 2025
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. This month, Chief Investment Officer Alex Pollak provides a summary of ... Read More
Read more of our Investment Insights

* An indicative NAV per Unit (“iNAV”) for the Fund will be published throughout the ASX Trading Day. The iNAV reflects the real time movements in stock markets and currencies during the ASX Trading Day and, for securities not trading during the ASX Trading Day, listed proxy instruments selected on the basis of correlations with the underlying investments. The proxies and their correlations with underlying instruments are reviewed regularly and updated as required. The iNAV represents the best estimate by the Responsible Entity (“RE”) or its appointed agents of the value per unit in the Fund throughout the trading day. The iNAV published by the Fund is indicative only and might not accurately reflect the underlying value of the Fund. The Issuer or its appointed agents gives no guarantees that the iNAV will be published continuously or that it will be up to date or free from error. To the extent permitted by law, neither the RE or its appointed agent shall be liable to any person who relies on the iNAV.