Investing Ahead of the Curve

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.

Explore our Funds
About Us

ASX Code: LPGD

$4.7212

Indicative NAV per unit**

15 Jul 2024 4:14:59 PM

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
  • Decarbonisation
  • Disruption
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  • News about Loftus Peak
  • Semiconductors
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  • UpdatePlus

AI: The A stands for Apple

01 Jul 2024

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Artificial Intelligence, Press, Semiconductors

AI: The A stands for Apple

01 Jul 2024
Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT ... Read More

May 2024 UpdatePlus

21 Jun 2024

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Artificial Intelligence, Press, UpdatePlus

May 2024 UpdatePlus

21 Jun 2024
Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness ... Read More

The chips running AI on your device

30 May 2024

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Artificial Intelligence, Press, Semiconductors

The chips running AI on your device

30 May 2024
It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) ... Read More
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* 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.