News
26 Jun 2019 - Cyan Investment Management | Why We Like Fundmonitors.com
The Cyan C3G Fund has been on the Fundmonitors.com database since inception in July 2014. Dean Fergie (Founding Director and Portfolio Manager) says what he likes most is the transparency, the ability to monitor their competitors and the value for money. |
20 Jun 2019 - Loftus Peak | Investment Horizon
The Loftus Peak Global Disruption Fund has returned +19.76% p.a. since inception in Nov 2016, outperforming the ASX200 by +6.07% on an annualised basis. Alex Pollak (CIO & Founder) says this is due to their focus on ensuring that they're buying things that are happening now, but which aren't obvious, and which will generate return 1 - 2 years out. Examples include the data centre space, machine learning, retail and banking. Loftus Peak do hold companies such as Apple and Google, however it's their investments in the less obvious companies which Alex believes has allowed them to outperform over the long-term. |
19 Jun 2019 - Cyan Investment Management | Current and Prospective Investments
In this video Dean Fergie (Founding Director and Portfolio Manager) gives his thoughts on some of Cyan's holdings, including Motorcycle Holdings, Experience Co, Afterpay, Splitit and Atomos. Cyan continue to have a positive outlook on each of these companies. |
13 Jun 2019 - 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 happen to revenue growth within a 5 year period. |
12 Jun 2019 - 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 see to be changing the way business operates. |
6 Jun 2019 - New Funds on Fundmonitors.com
New Funds on Fundmonitors.com |
|
Perpetual Pure Microcap Fund | ||||
|
||||
View Profile |
Eiger Capital Australian Small Companies Fund | ||||
|
||||
View Profile |
L1 Capital International Fund | ||||
|
||||
View Profile |
Want to see more funds? |
Subscribe for full access to these funds and over 400 others |
6 Jun 2019 - 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. |
5 Jun 2019 - 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 tools at their disposal to be able to build better businesses. |