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 global approach to investment across a wide range of global industries aims to reduce the concentration risk often associated with home-biased Australian portfolios, with a typically heavy skew toward banks, resources and the Australian dollar.
Our portfolios invest in global companies driving industry change, such as Nvidia, first bought in 2016. As well as Microsoft and Broadcom, our diverse portfolios also include many less well-understood companies which are expected to be household names in the future, such as Advanced Micro Devices and CATL.
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
- -- Select Category --
- In The Media
- UpdatePlus
- Cybersecurity
- Artificial Intelligence
- Decarbonisation
- Disruption
- Electrification
- ESG
- Semiconductors
- Streaming
AI Hyperscalers: Transformational Opportunity or Overhyped Trend? | Alex Pollak features on Buy or Sell Podcast
Words on the Next Frontier of AI | Raymond Tong & Harry Morrow feature on Words on Wealth Podcast
Applying process to the AI adoption boom
* 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.