Basis Points Beating the market in a time of hyper-disruption - Alex Pollak | Loftus Peak
21% per year, after fees, since November 2016. Today's guest is a fund manager who can let his performance speak for itself.
Alex Pollak, Chief Investment Officer at Loftus Peak, has built a reputation for investing on the cutting-edge of disruption. And no doubt, US tech has been a good place to invest over the past decade. But a lot of Australian fund managers have invested in that space, few have matched his returns.
So on today's episode of Basis Points we wanted to understand Alex's process for investing in these high-flying tech names:
- How the pace of technological change is accelerating
- Maintaining valuation discipline in high-growth parts of the market
- Building a 'Trump-agnostic' portfolio
- Emerging technologies that aren't getting enough attention today
- A quick-fire game of 'Disruptive Technology or Hype?'
- A deep-dive on two stocks in the Loftus Peak portfolio
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CPD Points: This episode is accredited for CPD points by the Financial Advice Association of Australia (FAAA).
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Thank you to all three partners for helping us keep all of our content free and accessible.
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