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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

Why value investing isn’t what it used to be

James Lin28 Jun 2017PressLeave a Comment

By Alex Pollak, CIO Loftus Peak From the Australian Financial Review Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that … Read More

What Amazon’s purchase of Wholefoods in the US really means for Coles and Woolworths

James Lin20 Jun 2017PressLeave a Comment

Amazon on Friday announced the US $14b acquisition of Wholefoods in the US, which has correctly been understood by the Australian market as a reason for the share prices of Coles … Read More

Crunch time for Australian bank investors?

James Lin05 Jun 2017PressLeave a Comment

Read the piece as written by Phil Baker in the AFR on 6 May 2017 here OR read the original written by Alex Pollak below Fund managers are closing shop (Altair), calling the … Read More

What Amazon really means for Australian retail stocks

James Lin19 May 2017PressLeave a Comment

[vimeo 218749043]

We need to talk about Snapchat

James Lin16 May 2017PressLeave a Comment

By Alex Pollak – Chief investment officer – Loftus Peak What next for Snapchat? After a disastrous earnings call, the stock fell 25% and came within 25c of breaching its issue … 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.

Complete this form to request the Loftus Peak Global Disruption Fund Lonsec Report.

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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

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 Zenith Report.

I would like to receive monthly performance updates from Loftus Peak

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.

I would like to receive monthly performance updates from Loftus Peak

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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