Loftus Peak Pty Limited
Manager Overview
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), Rick Steele (Director) and Anshu Sharma (Portfolio Manager). The team collectively has over 60 years of investment experience.
Manager's responsible investing approach
Loftus Peak believes a good business is a sustainable business; one that is well-governed avoids harm to people and the environment and recognises its responsibilities to stakeholders. It believes companies with strong ESG credentials and opportunity often carry a disruptive edge and can even be classified as disruptive by riding on ESG thematics, thus making them more attractive as investments.
The concept of sustainability is core to Loftus Peak's business philosophy. It seeks to ensure its environmental impact is minimised or remedied, that it upholds its social contract with stakeholders and act as a good corporate citizen to build and maintain trust. Loftus Peak views these principles as an ethical and financial imperative for its success. It believes that the incorporation of ESG into its investment and business processes delivers stronger ESG outcomes and is in the best interests of Loftus Peak's stakeholders.
Loftus Peak Global Disruption Active ETF
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: | Jul 2014 |
Strategy: | Equity Long | Style: | Value |
Geography: | Global | Domicile: | Australia |
Investors: | Retail | Min. Investment: | AU$5000 |
Mgmt. Fee: | 1.2% | Perf. Fee: | 15% |