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Livewire Live | Technology – Making sense of the big new trends | With Alex Pollak

James Lin27 Jun 2016PressLeave a Comment

Microsoft Buys LinkedIn | Ross Greenwood Interviews Alex Pollak on 2GB

James Lin27 Jun 2016PressLeave a Comment

Ross Greenwood from 2GB speaks to Alex Pollak from Loftus Peak on Microsoft’s acquisition of LinkedIn Press the play button to listen to the interview.

Elon Musk makes a mistake

James Lin22 Jun 2016PressLeave a Comment

And his stock will open down 10% tonight in the US just to make sure he knows it. Musk’s Tesla contracted to buy Solar City last night in a deal worth … Read More

Does your portfolio manager hold shares in oil and car companies like Exxon and Ford? You might want to read this… by Alex Pollak, Loftus Peak CIO

James Lin12 May 2016PressLeave a Comment

There hasn’t been much in the way of serious comment about the investment implications of the electric and autonomous car. The media disruption story, the poster child for what went wrong … Read More

Fairfax disrupted. What’s next?

James Lin10 May 2016PressLeave a Comment

Fairfax finished its round of redundancies last night, with 30 forced out of a total of 100. Nobody should be surprised to learn that this won’t be the last round – … Read More

The new definition of a retailer, and why Coles and Woolworths should worry

James Lin12 Apr 2016PressLeave a Comment

The biggest thing on the radar of Woolworths and Coles isn’t Aldi, it’s Amazon. Richard Goyder himself said so in his address to the Retailers Leaders forum a few weeks ago. … Read More

Aussie market underperforms US by 4.8% in the quarter to 31 March

James Lin01 Apr 2016PressLeave a Comment

Even before the bank-led sell off of today, the ASX 200 was doing badly. For the quarter to 31 March, it underperformed the US S&P500 by -4.8%, with the US index … Read More

Disruption doesn’t stop because markets fall…

James Lin29 Feb 2016PressLeave a Comment

It’s only a year ago that we highlighted the incredible progress made by US robotics pioneer Boston Dynamics with its four legged ‘robot cheetah’, and now we see the two legged … Read More

It’s the model, stupid…

James Lin09 Dec 2015PressLeave a Comment

It’s not about interest rates, or dividends or technical trends or any of the other hyped nonsense which passes for commentary, and last night we had the proof. Global indices fell, … Read More

Malcolm and the unicorns – first published in The Sydney Morning Herald

James Lin07 Dec 2015PressLeave a Comment

Malcolm Turnbull is absolutely right to be throwing the switch to innovation – Australia is not going to mine or bank its way into an improvement in its long term growth … Read More

Atlassian – worth a lot more than US$3.3b?

James Lin11 Nov 2015PressLeave a Comment

The F1 (effectively a prospectus without a price) for Atlassian reveals a lot of figures, but is silent on the main one – how much the business might be worth. I … Read More

Weak data in China? Not in these names…

James Lin05 Nov 2015PressLeave a Comment

The world has been very nervous about China in the past two months, with a series of weak data prints (lowest quarter industrial sector growth in 20 years at 5.8%, bearish … 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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