The Loftus Peak Global Disruption Fund has been awarded a “4 IP” rating from Research IP, with a score of 4.18/5.
The Loftus Peak Global Disruption Fund (“the Fund”) is a global fund with a focus on investing in listed disruptive businesses. The team’s extensive experience of successfully investing in disruptive businesses brings significant discipline to the investment process. The Fund holdings include large capitalisation names such as Microsoft and Google (Alphabet), as well as many others they expect to be household names in the future, such as Advanced Micro Devices and Qualcomm. The portfolio is constructed on the basis of strict criteria to give exposure to some of the best and fastest-growing companies in the world at carefully determined valuations. This kind of geographical and sectoral diversification lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew towards banks, resources, and the Australian dollar.
The Fund is generally suited for persons seeking exposure in global equities with a focus on disruptive themes.
What is the Fund’s competitive advantage?
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Research IP says
Research IP observes that the Fund possesses a number of differentiated factors that investors could find of interest and merit including: a distinctive focus on disruptive companies, a proprietary investment process, and an experienced team who specialise in this space.
Both Alex Pollak (CIO) and Anshu Sharma (Portfolio Manager) possess qualifications and experience that are very relevant to managing a fund like Loftus Peak. Their expertise in disruptive business models, global disruption investment, portfolio management, and early thematic identification positions them well to achieve the Fund’s objectives.
Research IP, 20 November 2024
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