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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. |
