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.
Thematic based and index unaware
Beneficiaries of Global Disruption
Financial Strength
Deep understanding of industries and companies
Fair value exceeds current value
Sustainability
Investment Insights
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- Artificial Intelligence
- Cybersecurity
- Decarbonisation
- Disruption
- Electrification
- ESG
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- Semiconductors
- Streaming
- UpdatePlus
August 2025 Update+
The flying car from China
Significant Event Notice – 18 July 2025
* 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.