This expert doesn't just talk disruption, he invests in it. And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market and what’s next on his buy list. We cover: The sauce behind Loftus Peak’s long-term outperformance His thoughts on US tech dominance and China’s comeback How investors can position for the next wave of global growth This episode has been sponsored by Loftus Peak . Support from partners like Loftus Peak help us keep all our content free. If you want to learn more about Loftus Peak's Global Disruption active ETF (ASX: LPGD) head here . —------ Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . —------ Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) —------ Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Screen the market with GuruFocus Track your portfolio with Sharesight —------ In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing 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. —------ Equity Mates Investing 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. Hosted on Acast. See acast.com/privacy for more information.
