Loftus Peak

What Loftus Peak does

Loftus Peak is an Australian boutique fund manager headquartered in Sydney that invests in global listed companies driving or benefiting from industry disruption. Founded in 2014 with its flagship fund launched in November 2016, the firm operates under Australian Financial Services Licence 503571 and holds a concentrated portfolio of typically 15-35 companies with large market capitalisations, strong balance sheets, and proven business models challenging incumbents across industries including AI, semiconductors, electrification, streaming, and cybersecurity. Its product suite comprises four vehicles: the Global Disruption Active ETF (ASX: LPGD), the Global Disruption Hedged Active ETF (ASX: LPHD), the Global Disruption Fund (Class A) managed fund, and the Global Change Portfolio.

The firm's investment process is fundamental and research-driven, built around a proprietary DCF-based valuation methodology that assigns holdings to one of five risk-rank buckets using discount rates of 6%, 8%, 10%, 15%, and 25%, with ESG risk formally integrated. Notable historical positions include Nvidia (first acquired in 2016), Microsoft, Broadcom, AMD, and CATL. Distribution is multi-channel: ASX-listed ETFs reach retail investors, the AMM Direct Investing Marketplace serves wholesale clients, and a financial adviser network distributes the funds through platforms supported by third-party research from Lonsec, Zenith, SQM Research, and Research IP. The portfolio strategy is explicitly designed to reduce the home-bias concentration risk typical of Australian portfolios.

Loftus Peak generates revenue through recurring management fees on assets under management across its fund products, with fees disclosed only in Product Disclosure Statements. The firm has 11-50 employees, is privately held with no institutional capital raised, and operates exclusively in Australia despite a global investment universe. Its marketing relies on media engagement (AFR, Livewire, Eureka Report), podcast appearances (Marcus Today, Equity Mates, SBS On the Money, Ausbiz), conference speaking (Sohn Hearts & Minds, ASX Investor Day), email newsletters (UpdatePlus), and a sequence of industry awards including 'Best Australian Based Global Equity Manager' (2023), RIAA Responsible Investor recognition (2023-2026), and SQM Research's 4.25-star 'Superior' rating.

Name

Loftus Peak

Legal name

Loftus Peak

Website

https://loftuspeak.com.au

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Loftus Peak is a Sydney-based boutique fund manager that runs concentrated global equity portfolios in 15-35 disruptive companies, distributed via ASX-listed ETFs (LPGD, LPHD), a managed fund, and Australian financial adviser networks.

Ownership category

akta.pro rank

Product category

Global Equity Fund Management

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable/ESG Equity (Active) (FSAAAIAM)

Keywords

• Global equity funds
• Active ETF management
• Disruption investing
• Thematic equity portfolios
• Responsible investment funds

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fund Management Fees: Loftus Peak generates revenue through management fees charged on assets under management across its ETF and managed fund products. The funds include the Global Disruption Active ETF (ASX: LPGD), Global Disruption Hedged Active ETF (ASX: LPHD), and Global Disruption Fund (Class A).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Loftus Peak is an Australian boutique fund manager that designs, issues and manages actively managed investment funds concentrated in global listed companies driving industry disruption. The product suite comprises the Loftus Peak Global Disruption Active ETF (ASX: LPGD), the Global Disruption Hedged Active ETF (ASX: LPHD), the Global Disruption Fund (Class A) managed fund, and the Global Change Portfolio. Each fund typically holds 15-35 disruptive companies with proven business models, large market capitalisations and strong balance sheets, selected through a proprietary DCF-based valuation framework with integrated ESG risk analysis.

Product overview

Loftus Peak is a global funds manager offering a suite of actively managed investment products focused on disruptive companies. The product lineup includes four main funds: the Loftus Peak Global Disruption Active ETF (ASX: LPGD), the Loftus Peak Global Disruption Hedged Active ETF (ASX: LPHD), the Loftus Peak Global Disruption Fund (Class A), and the Loftus Peak Global Change Portfolio. These funds invest in global companies driving or benefiting from industry disruption, typically holding 15-35 companies with proven business models. The hedged ETF provides currency risk mitigation while the unhedged version and managed fund offer direct foreign exposure.

Differentiator

Problem solved

Functional benefit

Brands

• Loftus Peak Global Disruption Active ETF: ASX-listed ETF (ticker LPGD) investing in global companies driving disruption
• Loftus Peak Global Disruption Hedged Active ETF
• Loftus Peak Global Disruption Fund (Class A)
• Loftus Peak Global Change Portfolio

Products and services

• Loftus Peak Global Disruption Active ETF An actively managed exchange-traded fund listed on the ASX under ticker LPGD that invests in 15-35 global listed companies driving industry disruption, including holdings in companies such as Nvidia, Microsoft, Broadcom, AMD, and CATL.
• Loftus Peak Global Disruption Hedged Active ETF A currency-hedged version of the Global Disruption ETF listed on the ASX under ticker LPHD, providing investors with foreign exchange risk mitigation while maintaining exposure to the same concentrated portfolio of global disruptive companies.
• Loftus Peak Global Disruption Fund (Class A) An unlisted managed investment fund offering concentrated exposure to the same global disruption theme, available to wholesale and retail investors through direct investment, typically via financial advisers and the AMM Direct Investing Marketplace.
• Loftus Peak Global Change Portfolio A thematic investment portfolio focused on companies benefiting from global change and disruption themes, providing diversified exposure to beneficiaries of industry transformation.

Quantifiable outcome

• +41.4% net-of-fees return for FY2023/24 vs +19.3% benchmark (outperformance of +22.1%)
• +2 more outcomes

Named customers3 records

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Orca Funds ManagementcoreStrategic or Co-development Partner · 4 March 2024Fund managers Loftus Peak and Orca Funds Management joined forces to further extend their market-leading disruption funds. The partnership combines the expertise of both organisations to deliver enhanced disruption-focused investment strategies.

Scale indicators5 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• BlackRock: Global asset management giant and dominant ETF issuer (iShares); competes with Loftus Peak across Australian platform shelf space and benchmark pricing pressure on active ETFs.
• Perpetual Limited: Large Australian incumbent asset manager with diversified active equity and multi-asset strategies; comparable on adviser distribution and active management scale rather than thematic focus.

Others

• Morningstar: Investment research and data provider used by Australian advisers alongside Loftus Peak's analyst ratings (Lonsec, Zenith, SQM, Research IP); adjacent ecosystem participant rather than a competing manager.

Direct peers

• BetaShares: Largest Australian ETF issuer; competes with Loftus Peak's ASX-listed ETFs (LPGD, LPHD) for adviser platform allocations, including in thematic and active categories.
• VanEck: Global ETF sponsor with a significant Australian thematic and active ETF presence; competes with Loftus Peak in disruption, semiconductors and ESG-themed ASX-listed products.
• Platinum Asset Management: Sydney-based active global equity manager running concentrated international portfolios; comparable to Loftus Peak in thematic, high-conviction global investing and Australian adviser/wholesale distribution.
• WCM Investment Management: US-based active global growth equity manager with a concentrated, quality-growth philosophy; comparable to Loftus Peak's concentrated disruption strategy targeting dominant global franchises.
• Magellan Financial Group: Australian-listed active global equity manager with a flagship global fund and high-conviction, concentrated approach — directly comparable to Loftus Peak's boutique active global disruption strategy and adviser-led distribution.
• Antipodes Partners: Australian boutique active global equity manager offering concentrated global strategies to wholesale and advised retail clients — closely analogous size, philosophy and channel mix to Loftus Peak.
• Orca Funds Management: Australian boutique active manager and strategic partner of Loftus Peak since March 2024, with overlapping disruption/thematic capabilities and shared Australian adviser distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Loftus Peak