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Regulation and electric cars

James Lin26 Oct 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Key takeaways: Even small European cities are imposing bans on the use of many diesel cars Disruption started in newspapers and music, but it is … Read More

The GFC ten years on, and why we’re not primed for another one

James Lin17 Oct 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Key Takeaways: This correction is just that – the problems we are facing are objectively nowhere near as large as those of the GFC At … Read More

Loftus Peak featured by MoneyManagement – ‘consistently produced top-quartile returns for all time periods…consistently outperformed the benchmark’

James Lin20 Sep 2018PressLeave a Comment

Originally posted on MoneyManagement here. Money Management has found five funds investing primarily in global equities that have consistently outperformed the MSCI World Index. Money Management used FE Analytics to find … Read More

Loftus Peak featured by the ASX: Making money from Disruption

James Lin23 Aug 2018PressLeave a Comment

By Alex Pollak and Anshu Sharma (originally published in the ASX August Investor Newsletter) When Loftus Peak first began taking investor funds four years ago there was a perception that smartphones and … Read More

Alex Pollak on 2GB with Ross Greenwood – Apple the first US trillion dollar company

James Lin10 Aug 2018PressLeave a Comment

Why third quarter results pushed Apple to US$1 trillion in value Apple sales were boosted by an average selling price per iPhone which went from below US$600 to US$724. Quarterly revenue was … Read More

Apple through US$1 trillion, Google, Amazon, Microsoft hot on its heels: Runaway returns to scale?

James Lin10 Aug 2018PressLeave a Comment

By Alex Pollak and Anshu Sharma (originally published on Firstlinks) The law of large numbers v runaway returns to scale There is a well understood principle in investment known as the … Read More

Loftus Peak in the AFR: The death of Moore’s Law (20th July 2018)

James Lin24 Jul 2018PressLeave a Comment

Key takeaways from Loftus Peak’s feature in the Australian Financial Review: The death of Moore’s Law (the idea that with time more transistors can be packed onto the one chip to … Read More

What happens in a crash, again?

James Lin31 May 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Key takeaways Almost all companies fall in a downturn But those with the best metrics, like lowest gearing, can rebound much faster (read below for … Read More

How Apple’s buybacks create a 27% increase in EPS

James Lin08 May 2018PressLeave a Comment

Broker calculators have been running red hot over the past week working through the implications of the large cash balances of some of the world’s largest companies, now that Apple (which … Read More

President Trump is the reason Facebook users are angry with Zuckerberg – Alex Pollak on 2GB

James Lin05 Apr 2018PressLeave a Comment

To listen to the podcast interview between Alex Pollak and 2GB, click on the play button in the black bar below.

Why is disruption working as an investment theme?

James Lin05 Mar 2018PressLeave a Comment

Pricing growth – why simple doesn’t work. Amazon, Apple and the Aussie market

James Lin05 Mar 2018PressLeave a Comment

By Alex Pollak, CIO Loftus Peak In the twelve months to Monday of this week, the S&P500 index is up 15.02%, while Alibaba is up 80%, Google is up 29.3%, Amazon … 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.

To find out more information on Lonsec Research reports and ratings, please visit www.lonsec.com.au.

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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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Complete this form to request the 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

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

Complete this form to request the 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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