The Loftus Peak Global Disruption Fund was up +0.8% net-of-fees in December, outperforming the benchmark MSCI All Countries World Index net in Australian dollars by +0.7% (it rose +0.1%). One-year net … Read More
Fund outperforms by 5.0% in January; automakers coming to terms with disruption.
The Loftus Peak Global Disruption Fund was up +5.2% net-of-fees in January, outperforming the benchmark MSCI All Countries World Index net in Australian dollars by +5.0% (it rose +0.2%). One-year net … Read More
Why global tech stocks are the way to go in 2021, according to AFR’s Chanticleer.
The below is an extract from Tony Boyd’s Chanticleer article ‘Why global tech stocks are the way to go in 2021′ which was originally published in the Australian Financial Review on … Read More
2020: The Year in Review
January started well enough, despite occasional despatches from China about a new virus in Wuhan, which it was believed could be contained. That didn’t last long – the disease quickly spread … Read More
Alan Kohler features Loftus Peak in Eureka Report interview
Read the edited transcript or listen to the full interview below AK: Well, Alex, obviously we’ve been talking to you for years now about your disruptive technology fund, … Read More
Loftus Peak Launches Active ETF on the ASX
The highly successful Loftus Peak Global Disruption Fund is now available to investors on the ASX as an active Exchange Traded Managed Fund (ASX Code: LPGD). Loftus Peak’s CEO Rick Steele … Read More
FAANGM-mania, or are there good reasons for these high prices?
Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records The price appreciation of the FAANGM (Facebook, Amazon, Apple, Netflix, Google and Microsoft, to which we … Read More
Rethinking portfolio construction – Interview with the AFR
The below is an extract from Tony Featherstone’s article ‘How to profit from global disruption’ which was originally published to the Australian Financial Review on 05/09/2020. For the full article, please … Read More
Is there still value in Apple and Amazon after the recent rally? Bloomberg asks
The below article by Jackie Edwards on how ‘Top Fund Still Sees Value in Apple, Amazon After Sizzling Rally’ was originally published to the Bloomberg News website on 11/09/20. For the … Read More
Loftus Peak featured in FPA’s Money and Life Magazine August issue
Below is an article by reporter Jayson Forrest published to the Money and Life Magazine August issue (7/08/2020). Click here for the full August issue.
Interview: Loftus Peak featured on Sky News Business Weekend
Loftus Peak CIO Alex Pollak spoke with Ticky Fullerton on Sky News Business Weekend about the Fund’s performance during COVID-19. Find out why Loftus Peak believes disruption as an investment theme … Read More
Loftus Peak featured in the AFR: How to ride the tech ETF rocket
The below is an extract from Tony Featherstone’s article ‘How to ride the tech ETF rocket’ which was originally published to the Australian Financial Review on 18/07/20. For the full article, … Read More