NEWS
Loftus Peak | Valuing Stocks
When valuing the stocks Loftus Peak invest in, Alex Pollak's (CIO & Founder) view is that PE multiples are useless given that they are only single-period measures. Loftus Peak prefer to look further into the future by considering what will...
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Loftus Peak | Stocks We Invest In
Alex Pollak (CIO & Founder) summarises the types of stocks the Loftus Peak Global Disruption Fund invests in. The Fund invests in established companies which are on a significant growth lift relative to their peers and which Loftus Peak...
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New Funds on Fundmonitors.com
Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research,...
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Loftus Peak | About Us
Alex Pollak, CEO and Portfolio Manager at Loftus Peak, gives an overview of the company and the Loftus Peak Global Disruption Fund.
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Loftus Peak | Portfolio Mix
Alex Pollak (CIO & Founder) gives an overview of the Loftus Peak Global Disruption Fund's portfolio composition. The Fund invests across the whole of the market but only in those companies which Loftus Peak believe are using all of the...
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The company using innovation to fight cancer
1 in 2 people will be diagnosed with cancer in their lifetime and nearly half of cancer patients have radiation therapy at some point during their cancer treatment. Varian is a global market leader in the field of radiation therapy,...
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Notice of Change of Investment Manager
On or around 1st April 2019, the Ironbark Global Diversified Alternatives Fund ('Fund') will be renamed the Ironbark GCM Global Macro Fund. Ironbark intends on delegating the investment management of the strategy to Graham Capital...
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Cyan Investment Management | Market Perspective & Fund Overview
In this video Dean Fergie (Founding Director and Portfolio Manager) gives Cyan's perspective on the market's activity towards the end of 2018 and the rebound seen in the first quarter of 2019. He then discusses how the Cyan C3G...
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Bipartisanship - an Albatross for Congress
As we watch the US and China heading enthusiastically into a full-scale trade war, it is worth taking a step back from President Trump's daily squabbles via the Twittersphere with the rest of Planet Earth, and focusing on the policy areas...
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Loftus Peak | Market Update (April 2019)
Alex Pollak (CIO & Founder) discusses Loftus Peak's performance and portfolio composition as at April 2019. Alex points out that the net debt to equity ratio of the companies in their portfolio as group is negative, meaning they don't have...
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