Loftus Peak is a global fund manager with a focus on investing in listed disruptive businesses. The principals each have close to three decades of experience in company valuation and bring significant discipline to the process.
The Investment Management Team consists of Alex Pollak (CEO, CIO & Founder), Paul Davis (Research Director), Rick Steele (Director) and Anshu Sharma (Portfolio Manager). The team collectively has over 60 years of investment experience.
Strategy Summary
The fund aims to deliver a return over the MSCI All Countries World Index (net dividends reinvested) in AUD over the medium to long term by bringing a disciplined investment process to listed global companies impacted by disruption.
The investment process involves a combination of top-down analysis with fundamental bottom-up qualitative and quantitative research to derive a risk-adjusted discounted cash flow (DCF) valuation of companies in the target universe.
Key Terms
Status:
Open
Inception Date:
Nov 2016
Strategy:
Equity Long
Style:
Value
Geography:
Global
Domicile:
Australia
Investors:
Retail
Min. Investment:
AU$ 5,000
Distributions:
Annually
Applications:
Daily
Fund Size:
AU$ 468.77m
Management Fee:
1.20%
Manager FUM:
AU$ 468.77m
Performance Fee:
15.00%
Key Statistics
Fund
Index*
Fund
Index*
May 2024:
3.68%
1.46%
Sharpe1:
1.03
0.97
1 Year:
39.11%
21.18%
Sortino1:
1.65
1.53
3 Years1,2:
15.18%
10.60%
Best Month1:
13.75%
7.49%
5 Years1,2:
21.12%
12.66%
Worst Month1:
-11.27%
-8.08%
Inception1,2:
19.43%
12.16%
Volatility1,2:
17.26%
10.82%
Up-Capture1:
244%
N/A
Down-Capture1:
109%
N/A
*All Countries World Index (AUD), 1Since Jul 2014, 2Annualised
General Notes
Returns from July 2014 - October 2016 are for Loftus Peak's managed account which uses the same investment strategy as the Fund.
Cumulative Returns
Fund Index
Loftus Peak Global Disruption Fund - Cumulative Performance vs All Countries World Index (AUD)
Drawdowns
Fund Index
Drawdown%
Fund Index
Quintile Ranking vs. Equity Long - Large Cap - Global Peer Group (174 funds) as at May 2024
1 Year
3 Year
5 Year
7 Year
Loftus Peak Global Disruption Fund
All Countries World Index (AUD)
Quintile Rankings display Key Performance Indicators (KPI's) against the fund's Peer Group. Each green square ranks the fund in one quintile (or 20%) of its peer group - five green squares indicate the fund is in the best quintile for each KPI. The performance of the peer group's underlying index is shown by a red dot.