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Blue chips and your super | SBS Finance Interview

James Lin30 Oct 2015PressLeave a Comment

 

Australian blue chips? Absolute shockers…

James Lin30 Oct 2015PressLeave a Comment

The US reporting season, which is currently in full swing, has dramatically illustrated the difference in the performance of traditional blue chip Australian companies relative to those that are disrupting them. … Read More

Start-ups or disruptive corporations? Where best to invest?

James Lin22 Oct 2015PressLeave a Comment

Big news in disruption in the next few days, with Amazon reporting Friday morning (Aussie time), Google the day after and Apple on Thursday. An equal dollar investment in all three … Read More

Who gets caught when the markets say ‘Gotcha!’ to fossil fuels?

James Lin20 Oct 2015PressLeave a Comment

We have been led to believe that the planet is the first victim of our slowness to move to renewable energy. It is the second. The first group affected are those … Read More

What’s under the hood of your Super Fund

James Lin19 Oct 2015PressLeave a Comment

This post was originally published on the SMH. Click here to read it on the SMH website. The release of quarterly super fund data today showing negative returns for balanced funds, including a … Read More

What is the next big disruptor?

James Lin09 Oct 2015PressLeave a Comment

The environment, including triple-bottom line reporting and even gender. “Of course.” You say. “I knew that.” You probably did. We have always thought of technology as the big disruptor, and it … Read More

VW’s car ‘accident’: Don’t waste a crisis

James Lin24 Sep 2015PressLeave a Comment

Quick quiz. By how much do VW, BMW, Daimler Benz and Ford exceed the value of Tesla? The equity in Tesla is valued at US$33b on the stock market. Daimler is … Read More

Banks year-end: forecast dividend growth slows

James Lin22 Sep 2015PressLeave a Comment

On Wednesday of next week, three of the four major banks will rule off their books for the year. Around four weeks later, they will announce results. And their dividends. For … Read More

CommSec Executive Series: Loftus Peak

James Lin18 Sep 2015PressLeave a Comment

CommSec’s Tom Piotrowski speaks with Loftus Peak Founder & CEO, Alex Pollak about the company’s investment strategy, and the main industries where disruptive business models are making an impact.

ABC The Business on Apple featuring Alex Pollak

James Lin13 Sep 2015PressLeave a Comment

Source: The Business | Duration: 10min 41sec

Why Apple shares will trade higher | Alex Pollak for SMH

James Lin13 Sep 2015PressLeave a Comment

Written by Alex Pollak. Originally published on The Sydney Morning Herald, September 24 2015. Everybody thinks that Apple is a hardware company, and it is… in part. But this is simplistic analysis, … Read More

Aussies dramatically under invested in the companies reshaping business | Livewire interview

James Lin04 Sep 2015PressLeave a Comment

“SMSF in Australia is very concentrated in domestic assets. Alex Pollak, CEO of Loftus Peak believes that “self managed super in this country is dramatically under invested in the companies that … 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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