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Half-year in review: is the worst over?

James Lin22 Jul 2022PressLeave a Comment

Global sharemarkets changed direction abruptly in mid-November 2021, with the trigger the ‘hot’ US inflation reading for October – it rose to +6.2% year-over-year, almost guaranteeing the US Federal Reserve would … Read More

Semiconductors: The Next Big Opportunity?

James Lin06 Jul 2022Press, SemiconductorsLeave a Comment

Interest rate hikes, inflation, geopolitical tension… our Portfolio Manager Anshu Sharma discusses semiconductors (chips) and why we think they are so important over the next three to five years.

What happens to disruption during a recession?

James Lin03 Jul 2022Disruption, PressLeave a Comment

Hard and soft landings (recession versus not) are now the talk of the day, with a growing list of companies reporting hiring freezes and other cost controls along with lower forward … Read More

Financial Newswire: Loftus Peak a ‘Star Manager’

James Lin01 Jul 2022News about Loftus Peak, PressLeave a Comment

Below is Yasmine Masi’s Financial Newswire article ‘Don’t miss the forest for the trees′ which was originally published in the Financial Newswire on 30 June 2022. For the original article on … Read More

Responsible Investment update: reducing the world’s carbon footprint

James Lin19 May 2022Decarbonisation, ESG, PressLeave a Comment

An important part of Loftus Peak’s Responsible Investment Policy – and the group’s investment philosophy since inception – is the belief that the world will move away from energy generated by … Read More

Strong earnings, weak markets

James Lin19 May 2022Disruption, PressLeave a Comment

Inflation is here and so interest and other costs will rise, which means that margins will be squeezed. Less of each dollar of revenue will go to shareholders, making returns harder … Read More

Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix

James Lin26 Apr 2022News about Loftus Peak, Press, StreamingLeave a Comment

Below is Ticky Fullerton’s article ‘Loftus Peak’s Alex Pollak sticking by his firm’s holdings in Netflix′ which was originally published in The Australian Business Review on 22 April 2022. For the … Read More

Companies spearheading disruption hit value territory

James Lin22 Apr 2022Disruption, PressLeave a Comment

Estimated dollar content of silicon in the car as at 2030. Note: BOM = bill of materials – i.e. cost of goods sold Source: McKinsey, Intel Semiconductors sell off The semiconductor pull-back … Read More

Portfolio positioning in a time of uncertainty

James Lin21 Mar 2022PressLeave a Comment

  War in Ukraine The unprovoked conflict in Ukraine has unleashed a human tidal wave of misery, dislocation and death, the scale of which has not been seen since World War … Read More

Inflation is here. Set quality to max.

James Lin04 Mar 2022Disruption, PressLeave a Comment

It was a bad month for markets all around, as the US Federal Reserve finally leaned into its job – getting inflation out of the system. Its mechanism for doing this … Read More

LPGDF on AMM platform

James Lin01 Mar 2022News about Loftus Peak, PressLeave a Comment

AMM is proud to announce the addition of the Loftus Peak Global Disruption Fund on our Direct Investing Marketplace. The Fund which was launched in November 2016 invests in a concentrated … Read More

The disruption strategy that outgrew Tesla

James Lin16 Feb 2022Decarbonisation, Disruption, News about Loftus Peak, PressLeave a Comment

Below is Vesna Poljak’s Australian Financial Review Monday Fundie article ‘The disruption strategy that outgrew Tesla′ which was originally published in the Australian Financial Review on 14 Feb 2022. For the … Read More

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Loftus Peak Global Disruption Active ETF 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.

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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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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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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