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Video: Loftus Peak’s Disruption Strategy

James Lin06 Oct 2021PressLeave a Comment

Understanding disruption and its impact on business globally is important now more than ever. The video below will give you an insight into how Loftus Peak invests.

Elon Musk, how artificial intelligence works; plus August returns

James Lin17 Sep 2021Artificial Intelligence, PressLeave a Comment

Reading time: 5 Minutes Newsworthy in August was the artificial intelligence (AI) day held by Tesla. CEO Elon Musk wasn’t the first to flag the danger of AI for society – there have … Read More

Loftus Peak features in Tony Boyd’s (AFR’s Chanticleer) Super Fund Returns

James Lin10 Aug 2021News about Loftus Peak, PressLeave a Comment

Below is an extract from Tony Boyd’s Chanticleer article ‘Chanticleer’s super fund falls off its perch′ which was originally published in the Australian Financial Review on 6 August 2021. For the … Read More

The financial year in review, plus June Fund Performance

James Lin14 Jul 2021PressLeave a Comment

June was a strong month for the Loftus Peak Global Disruption Fund, which recorded a return of +10.2% net-of-fees with +5.6% of outperformance. The top performer was Roku, which added +2.7 percentage points … Read More

SQM Research re-affirms rating for Loftus Peak’s Global Disruption Fund

James Lin08 Jul 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that SQM Research has re-affirmed the rating for Loftus Peak’s Global Disruption Fund at 4.25 stars. The Fund has maintained its position in the ‘Superior’ … Read More

Investing in a better world; Loftus Peak and ESG

James Lin21 Jun 2021ESG, PressLeave a Comment

From its inception in 2014 Loftus Peak has strived to implement a future-focused investment approach that respects the value and importance of environmental, social and governance attributes of the companies in … Read More

Equity Mates interviews CIO Alex Pollak on investing in Global Markets

James Lin11 Jun 2021News about Loftus Peak, PressLeave a Comment

Following the ASX Investor Day event which ended last month, we were pleased to have been invited by the team at Equity Mates Investing Podcast for an interview as part of … Read More

Growth vs Value: which companies win in a post-COVID world?

James Lin20 May 2021PressLeave a Comment

The Growth/Value dichotomy lies in plain sight – at the time of writing, the Dow had risen 0.7% overnight, while the NASDAQ fell 0.5%. These moves have been in train for … Read More

Loftus Peak to present at 2021 ASX Investor Day series

James Lin04 May 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that we will be a featured presenter in the 2021 ASX Investor Day series. Come and hear our Chief Investment Officer Alex Pollak discuss investment … Read More

Loftus Peak a Finalist in Money Management’s Fund Manager of the Year Awards 2021

James Lin04 May 2021News about Loftus Peak, PressLeave a Comment

Loftus Peak is pleased to announce that it has been listed as a finalist in Money Management’s Fund Manager of the Year Awards in the Global Equities category for a second … Read More

Loftus Peak on Livewire: The next dominant theme of the decade

James Lin03 May 2021Disruption, News about Loftus Peak, PressLeave a Comment

Earlier this week, Loftus Peak CIO Alex Pollak sat down with with Bella Kidman and Nick Griffin of Munro Partners to discuss the dominant themes of the next decade; including semiconductors, … Read More

Loftus Peak on Livewire: Disruptive Buy Hold Sell

James Lin30 Apr 2021PressLeave a Comment

Loftus Peak CIO Alex Pollak speaks with Bella Kidman and Nick Griffin of Munro Partners on the Livewire series Buy Hold Sell to comment on six disruptive companies and their future … 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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