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What happens to disruption during a recession?

James Lin03 Jul 2022Disruption, PressLeave a Comment

Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More

Strong earnings, weak markets

James Lin19 May 2022Disruption, PressLeave a Comment

Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More

Companies spearheading disruption hit value territory

James Lin22 Apr 2022Disruption, PressLeave a Comment

Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More

Inflation is here. Set quality to max.

James Lin04 Mar 2022Disruption, PressLeave a Comment

It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More

The disruption strategy that outgrew Tesla

James Lin16 Feb 2022Decarbonisation, Disruption, News about Loftus Peak, PressLeave a Comment

Below is Vesna Poljak’s Australian Financial Review Monday Fundie article ‘The disruption strategy that outgrew Tesla′ which was originally published in the Australian Financial Review on 14 Feb 2022. For the … Read More

Disruption: Would you like chips with that?

James Lin25 Jan 2022Disruption, Press, SemiconductorsLeave a Comment

Reading time: 4 minutes It was all about “chips” – semiconductors – in 2021and likely also in 2022. We (internally) break down our portfolio into three categories – those that produce the tools … Read More

Loftus Peak features in AFR – 14 disruptive trends you need to know about in 2022

James Lin29 Dec 2021Disruption, News about Loftus Peak, PressLeave a Comment

Below is an extract from Tony Featherstone’s Australian Financial Review article ‘14 disruptive trends you need to know about in 2022′ which was originally published in the Australian Financial Review on … Read More

Adviser Webinar recording “A ‘Peak’ into the Future”

James Lin04 Nov 2021Disruption, PressLeave a Comment

If you have missed out on our FASEA CPD accredited webinar – ‘Disruption: A “Peak” into the Future’ held on the 17 November (12pm Sydney time) and would like to receive … Read More

Loftus Peak on Livewire: The next dominant theme of the decade

James Lin03 May 2021Disruption, News about Loftus Peak, PressLeave a Comment

Earlier this week, Loftus Peak CIO Alex Pollak sat down with with Bella Kidman and Nick Griffin of Munro Partners to discuss the dominant themes of the next decade; including semiconductors, … Read More

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Loftus Peak Global Disruption Fund Lonsec Report

This report may only be accessed by holders of Australian Financial Services Licenses and their authorised representatives.

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The rating issued 04/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

Global disruption is changing the face of investment

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Loftus Peak Global Disruption Fund Zenith Report

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned MMC0110AU 30/11/2022) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

Loftus Peak Global Disruption Fund SQM Report

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SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (August 2024), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

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