Loftus Peak

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Contact Persons
General Manager Sales and Distribution
Pierre Kraft
Senior Operations Analyst
Emily Hempel
  • Details
  • What We Do
OVERVIEW

Who We Are

The Loftus Peak Global Change Model Portfolio (the Portfolio) is a Managed Discretionary Account (known as Separately Managed Account) designed for Wholesale or Sophisticated investors.

The Portfolio is available on the Masons Stevens platform. All applications should be made directly with Mason Stevens using the relevant forms held on their website.

It is also available via the ASX as an Active ETF (ASX:LPGD) and as a managed fund on all major platforms.

A separate listed hedged class (ASX:LPHD) is also available, which substantially hedges foreign currency exposure back to Australian dollars.

IMAP Managed Accounts Awards 2025
Finalist in the International Equities Category

IMAP 356 Awards Seal Finalist International

IMAP Managed Accounts Awards 2024
Finalist in the International Equities Category

IMAP 2024 Finalist LR International

Investment Management

Loftus Peak manages a high-conviction global equity investment strategy with a disruption overlay to select businesses that are reshaping industries globally.

Our disciplined process combines a consistent discounted cash flow (DCF) framework with active risk management.

Significant benefits of investing with Loftus Peak:

  • Access to growing market segments: Gain exposure to the fast growing and leading segments of the stock market by investing in businesses that are disrupting traditional industries and capturing market share in the global economy.

  • Exposure to high quality companies with structural growth: Invest in a quality biased portfolio of companies benefiting from long-term structural trends, typically underpinned by robust balance sheets as well as strong cash flow generation and profitability.

  • Led by an experienced team: Managed by a highly skilled investment team with decades of experience and a historically strong performance record.

  • Disciplined investment process: A proven, proprietary process combining a disciplined valuation framework with active risk management.

  • Global diversification: Access to an international portfolio offering diversification across regions and sectors.

Contact us

 

Phone
0414 443 236