Global Small Companies Fund
Global Small Companies Fund Portfolio & Investment Update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Global Small Companies
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Zenith Investment Partners and the Pengana Global Small Companies Fund
The Pengana Global Small Companies Fund invests in high-quality businesses with strong pricing power (the ability to pass on the...
Smaller Companies: FOMO Not Required
Author: Steven Milch, Consulting economist Print PDF Version Small Cap Fomo ‘Fear of missing out’ – one of the defining...
Taking advantage of macro opportunities
A recent article “The new economic cycle” published by Steven Milch, Pengana’s consulting economist refers to the new economic cycle which will be characterised by…
The New Economic Cycle
For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.
Poised to deliver.
Investing in global small and mid-cap companies provides great opportunities for high quality active managers to generate differentiated returns and long-term outperformance.
The compelling opportunity in global small caps
Fund Manager Jon Moog provides a portfolio update and insights from the reporting season.
Webinar: Global Small Companies Fund update – The long term opportunity. Taking advantage of a changing world.
Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...