Emerging Companies Fund
The 3 seismic changes to investment markets in the last year and how we responded to each
Ed Prendergast, co-portfolio manager of the Pengana Emerging Companies Fund. There have really been 3 key phases to investment...
Portfolio Update & Insights
Fund Manager Ed Prendergast provides a portfolio update and insights from the reporting season.
Webinar: Emerging Companies Fund reporting season update – Portfolio update and insights from reporting season
Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...
Some areas we are looking at given the current market conditions
"The tech sector looks ‘very expensive’ but US health insurers could be attractive." Pengana International Deputy Portfolio Manager Steven Glass talks...
Webinar: Market Challenges & Opportunities. Pengana Emerging Companies Fund
In this webinar Ed Prendergast and Steve Black, co-portfolio managers of the Pengana Emerging Companies Fund, provide a unique insight...
Webinar: Pengana Emerging Companies Fund – Reporting Season Update October 2019
The Pengana Emerging Companies Fund has returned 23.4% Calendar Year To Date (to 30 September 2019). In this session Steve Black...
Pengana Emerging Companies Fund – Reporting Season Update 2019
Ed Prendergast, Co-Fund Manager of the Pengana Emerging Companies Fund, provides his assessment of the past 6 months, his view...
The freight company set to expand internationally (NZE: MFT)
Mainfreight (NZE: MFT) is a logistics and transport company headquartered and operating in New Zealand but with operation also in...
Netwealth, the company shaking up the investment software space
Investment management software company, Netwealth, has made a large impact in a short amount of time. Through updated technologies, elegant...