10.00am Value momentum and quality in selecting shares
Robert Swift, Chartered Financial Analyst (CFA), Delft Partners
Robert Swift is based in Sydney and covers Asian and North American markets. He has over 30 years experience in investment management as a fund manager, head of asset allocation and as a Chief Investment Officer. Prior to Delft Partners he held positions as a head of multi strategies at BTIM in Sydney and a Chief Investment Officer at Putnam Investments in Boston, USA, jointly responsible for over USD200 billion. Robert is a member of the Count Charitable Foundation Investment Committee, a not-for-profit organisation.
Delft Partners is wholly owned and managed by an experienced team with a global presence. The team has on average over 25 years active global equity investment management experience at large global firms. The team works with a flat structure combining individual strengths with all team members working on the strategies.
11.00am Investment Approach and Forecast for 2021
Alex Pollak, CIO and Founder, Loftus Peak
With 25 years experience in disruptive business models gained during a career with Macquarie Bank, Alex is a Director of Loftus Peak and heads one of the best-performing teams in disruptive investment in Australia. Alex was instrumental in bringing both Seek and Carsales.com.au to the Australian stock market. His deep knowledge of investment and global change companies means Loftus Peak clients are ideally placed to benefit financially from the movements in technology which are daily changing the face of markets.
Founded in 2014, Loftus Peak is a global fund manager with a focus on investment in listed disruptive businesses. Their extensive experience means they bring significant discipline to the process. Their Fund (ASX code: LPGD) comprises some of the best and fastest-growing companies in the world – companies that they believe are driving change across all industries globally, constructed on the basis of strict criteria at carefully determined valuations. Holdings include large capitalisation names like Apple, Google (Alphabet) and Alibaba, as well as many others that they expect to be household names in the future. This approach to investment across a wide range of industries globally lowers the concentration risk inherent in the typical Australian portfolio, with its heavy skew toward banks, resources and the Australian dollar.
Members: Gold coin donation (to cover refreshments)
Non members: $15.00 per person
Non-members are welcome to attend their first meeting free as a guest of ASA
This group meets on the third Thursday of the month from January to December
Convenor: Michael O'Loughlin