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).

To claim your points, complete the CPD Quiz and we’ll send you your certificate.

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Basis Points would not be possible without the support of our three launch partners:

• Orbis Investments – Invest differently
• Milford – Invested in the outcome
• CBOE – Local market, global opportunities

Thank you to all three partners for helping us keep all of our content free and accessible.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. 

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Basis Points is a product of Equity Mates Media. 

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. 

Equity Mates Media operates under Australian Financial Services Licence 540697.

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