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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

Livewire Markets Interview with Alex Pollak, CIO Loftus Peak

James Lin26 Jan 2018PressLeave a Comment

The beginners guide to machine learning

James Lin16 Nov 2017PressLeave a Comment

“The last 10 years have been about building a world that is mobile-first. In the next 10 years, we will shift to a world that is artificial intelligence (AI) first.” Sundar … Read More

China takes the BAT to FANG

James Lin27 Oct 2017PressLeave a Comment

Just a few days ago, Alibaba Group, the Chinese on-line retailer, came within 1% of being the world’s most valuable retailer – with a market capitalisation of U$473b, its value was … Read More

The trouble with index investing

James Lin13 Oct 2017PressLeave a Comment

The Name of the Rose is Umberto Eco’s masterpiece whodunit set in a 14th century monastery (bags of sex and grisly violence with some serious semiotics thrown in). The last line … Read More

Netflix share price falls 12% as competition increases

James Lin21 Aug 2017PressLeave a Comment

By Alex Pollak, CIO Loftus Peak Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week … Read More

Are fossil fuel car companies in denial about electric vehicles?

James Lin16 Aug 2017PressLeave a Comment

By Alex Pollak, CIO Loftus Peak The news that Tesla will raise $1.5b in senior debt signals a new phase for the company – one in which equity issues are likely … Read More

Uber: The network effect, in reverse

James Lin12 Jul 2017PressLeave a Comment

By Alex Pollak, CIO Loftus Peak   Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has … Read More

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Loftus Peak Global Disruption Active ETF SQM Report

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

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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.

Loftus Peak Global Disruption Active ETF

Zenith Report

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Complete this form to request the Loftus Peak Global Disruption Active ETF Zenith Report.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (MMC0110AU assigned 28/11/2024) 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 Active ETF

Lonsec Report

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

Complete this form to request the Loftus Peak Global Disruption Active ETF (MMC0110AU) Lonsec Report.

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The rating issued May 2024 for MMC0110AU 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. © 2024 Lonsec. All rights reserved.

Loftus Peak Global Disruption Active ETF

Research IP Report

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Complete this form to request the Loftus Peak Global Disruption Active ETF Research IP Report.

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The Research IP rating (assigned 20 November 2024) is published by Research IP Pty Ltd (ABN 81 602 947 562, AFSL 481674, New Zealand FSP 710351). The rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s), using comprehensive and objective criteria, but without taking into account the objectives, financial situation or needs of any individual. The rating is not a recommendation to purchase, sell or hold the product(s) and you should seek independent financial advice before investing in this product(s). For further advice on the relevance of this rating to your personal situation, please consult your authorised financial adviser. Investors should obtain a copy of, and consider the PDS or offer document, before making any decision and refer to the full Research IP report available at https://portal.research-ip.com. The rating is subject to change without notice and Research IP assumes no obligation to update the relevant document(s) following publication. Past performance information is for illustrative purposes only and is not indicative of future performance. Research IP usually receives a distribution licensing fee from the Fund Manager for the right to publish the research report and rating. For further information regarding Research IP’s Ratings, please refer to our website at: https://research-ip.com/research/our-ratings.

Global disruption is changing the face of investment

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