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Loftus Peak Pty Limited

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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.

General DetailsExclusionsInclusionsUN Goals
Fund Name
Tobacco
Alcohol
Weapons
Fossil fuels
Human rights abuses
Labour rights violations
Environmental damage
Animal testing
Treatment of livestock
Tax avoidance
Gambling
Genetic engineering/GMO
Nuclear power
Adult entertainment
Renewable energy
Climate change solutions
Water management
Circular economy
Sustainable agriculture
Green property
Biodiversity conservation
Healthy rivers & oceans
Reforestation
Gender diversity
Indigenous business
Health & medical products
Social infrastructure
Education
Income & financial inclusion
Sustainable transport
Vocational training
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
UN Sustainable Development Goals
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Fundmonitors.com

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%

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Australian Fund Monitors Pty Ltd
A.C.N. 122 226 724
AFSL 324476
Email: [email protected]
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