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
Loftus Peak featured in the AFR: Netflix heads for earnings litmus test (15th January 2019)
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
After the volatility, who makes the cut?
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
Holding onto losers, praying for a miracle
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
Picking good companies in a volatile market
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 – Alex Pollak on 2GB with Ross Greenwood
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
US Markets to zero for year after “brutal” October – WSJ
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
Software and bananas
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
Regulation and electric cars
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
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’
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
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