By Alex Pollak, CIO Loftus Peak (originally published in The Australian – 29/04/19) Disruption doesn’t end with media. It is ripping through the global economy. It’s television, but not as we … Read More

Having now notched up over 10 billion trips, Uber, the dominant player in ridesharing, is looking to list within weeks. Listen to Alex Pollak (Loftus Peak) and Ross Greenwood (Money News … Read More

By Alex Pollak, CIO Loftus Peak Do not attempt to adjust your set – your TV has been forever changed Remember when TV went to colour, from black and white? Or … Read More

In just under five months Loftus Peak will have been operating for five years. The portfolio has delivered 19.3% p.a. since inception in June 2014, with outperformance of +8.2% p.a. Investors … Read More

Listen to the audio below: OR Read the transcript below. FULL TRANSCRIPT This week’s Fund Manager interview is with our friend Alex Pollak, the Chief Investment Officer and Founder of Loftus Peak. … Read More

Tony Boyd discusses Netflix and its upcoming earnings announcement, picking up on some of Loftus Peak’s commentary regarding the disruption that is occurring in the video streaming industry. To see our … Read More

By Alex Pollak, Loftus Peak CIO What should be made of all this volatility? Is it logical for the global markets to be down 5% one day, and then up the … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: Disruption is upending whole sectors such as energy and banking.  This disruption has led to the US market significantly outperforming the local (Australian) … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: Short-term thinking has triggered a sell-off of some of the best companies in the market. Short-term volatility is unnerving, but it doesn’t alter … Read More

Why is Apple down? Loftus Peak’s thoughts on the recent share fall Apple sold down over the past few days on analyst reports – but it’s not our view. The company … Read More

By Alex Pollak, CIO Loftus Peak Key Takeaways: Historically, many big crashes took place in October and this October followed the script – at one point the S&P 500 was down 9.3% .  … Read More

By Alex Pollak, CIO Loftus Peak “So much of what we do with customers in the cloud today and at the edge is about really transforming their business. And so classically … Read More