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When small is big

The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...

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Webinar: Small Caps coming out of the Crisis. Pengana Global Small Companies Fund

The vast majority of all global listed companies are classified as small caps, yet most receive no analyst coverage, which...

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Pengana to acquire stake in Chicago-based Lizard investors

Pengana Capital Group Limited (ASX: PCG, ‘Pengana’) today announced its intention to acquire a significant stake in Lizard Investors LLC...

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Why we’ve increased our investment in this industry leader

Cerved was founded in 1974 as a data processing centre, and has evolved and grown over the years by innovating...

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This hosteller’s hub has a competitive advantage (LON: HSW)

Hostelworld was created to provide an affordable online global distribution channel for hostels and budget accommodation providers. The company is...

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Enterprise Information Management, a global leader with an attractive valuation (NASDAQ: OTEX)

Open Text (NASDAQ: OTEX) has evolved from a small content management company based in Waterloo, Canada to a global leader...

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TripAdvisor, the website dominating online bookings

The travel industry is a gigantic global industry with billions of people participating in travel abroad and domestically each year. ...

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Used cars…… who cares? We do!

Management of failing US based consumer electronics retailer, Circuit City, was facing significant pressure from a superior competitor, Best Buy,...

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Small cap picks: Why Lizard’s Jon Moog likes Daikokutenbussan, Wizz Air, Hugel (AFR)

(Vesna Poljak) Lizard Investors, the Chicago-based global small caps house, has done well out of anticipating trends in retail. It...

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