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
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
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
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
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
Are Disney and VW disrupting themselves? The Biden stimulus plan will move markets
The Loftus Peak Global Disruption Fund was down -0.6% net-of-fees in March, underperforming the benchmark MSCI All Countries World Index net in Australian dollars by -4.7% (it rose +4.1%). One-year net … Read More
Interest rate fears grip markets; how we manage risk and return.
Rates fears and market volatility Markets have been volatile as fears of rising interest rates are leading to valuation changes in bond and equity markets – US 10 year Treasuries jumped … Read More
What drove outperformance of 34% in 2020 for Loftus Peak investors
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