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The long game for Artificial Intelligence

James Lin29 Oct 2024Uncategorized

Loftus Peak’s Tom Keir writes: You would be forgiven for thinking that Artificial Intelligence (AI) began in 2022 with ChatGPT, however the latest Nobel Prizes leave no room for confusion. AI … Read More

Loftus Peak Global Disruption Fund Available on ASX (ASX Code: LPGD)

James Lin09 Nov 2020UncategorizedLeave a Comment

The Loftus Peak Global Disruption Fund may be accessed on the ASX as an active Exchange Traded Managed Fund (“active ETF”), as well as directly with the Fund Registry. With just one trade … Read More

Register Now – FPA Webinar: Insights into investing in a changing world

James Lin17 Jun 2020UncategorizedLeave a Comment

Tuesday 23 June | 1:00pm – 2:00pm AEST | Up to 1 CPD hour | Free for FPA members Alex Pollak, Chief Investment Officer, Loftus Peak will discuss how COVID-19 has emerged as … Read More

Loftus Peak with Ticky Fullerton – what is the future of the FAANG stocks?

James Lin03 Mar 2019UncategorizedLeave a Comment

Alex discusses the future of FAANG (FB, AAPL, AMZN, NFLX, GOOGL) with Ticky Fullerton (YourMoney). The discussion covers a broad range of topics, including Apple’s transition to services, streaming versus cable, … Read More

Loftus Peak on YourMoney’s Mediaweek discussing disruption and media

James Lin27 Feb 2019UncategorizedLeave a Comment

YourMoney invited Alex onto their Mediaweek segment to discuss the disruption that is taking place in media (e.g. NFLX) and elsewhere. Alex also touches on Loftus Peak’s investment process and outlook.

Disruption? It’s happening

James Lin05 Dec 2017UncategorizedLeave a Comment

Below are the top ten listed companies by market capitalisation in 2007, and today. Look at how the top ten has changed. By Alex Pollak and Anshu Sharma, CIO and PM … Read More

Sell the banks … here’s why

James Lin05 Jun 2017UncategorizedLeave a Comment

Find Alex on the Australian Financial Review as he is interviewed by Philip Baker. [pdf-embedder url=”https://www.loftuspeak.com.au/wp-content/uploads/2017/06/Loftus-Peak.pdf” title=”Loftus Peak”]

Which companies keep Australian executives up at night? The AFR’s Phil Baker talks to Alex Pollak

James Lin22 May 2017UncategorizedLeave a Comment

Find Alex on the Australian Financial Review via an article written by Philip Baker. Click the navigation buttons at the bottom left of the article to view the next page. To … Read More

Data: the new oil. Here are the companies with the biggest wells

James Lin10 May 2017UncategorizedLeave a Comment

By Alex Pollak, CIO Loftus Peak   The Economist recently made reference to data as the new oil – the fuel on which the new economy runs. Here at Loftus Peak, … Read More

Loftus Peak in The Australian

James Lin20 Mar 2017UncategorizedLeave a Comment

Monthly Investor Letter September 2014 | Loftus Peak Performance

James Lin29 Sep 2016UncategorizedLeave a Comment

Performance The representative portfolio returned +4.91% (Loftus Peak estimate before fees) for the month of September 2014. This compares with benchmark return of +3.41% (MSCI AC W orld Net Total Return … Read More

Loftus Peak Global Change Portfolio Performance

James Lin10 Sep 2016UncategorizedLeave a Comment

Performance Summary as at 30 November 2016^ *The Portfolio Benchmark is the MSCI ACWI (net) (as expressed in AUD from Bloomberg). Returns for the periods more than one year are annualised. … Read More

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Loftus Peak Global Disruption Fund Research IP 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 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.

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.

I would like to receive monthly performance updates from Loftus Peak

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.