Insights
PE1 Portfolio Update
One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...
When small is big
The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...
COVID’s winners and losers in Australian real estate
Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300...
Building our portfolio in a FOMO economy
“It does feel like FOMO is back”: Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana...
The impact of COVID-19 on private equity markets
The impact of COVID-19 on financial markets has been profound and, in most cases, has negatively impacted the value of...
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...
Australian Equities Capital raisings, company-specific events and how corporate Australia is coping
Australian companies raised more money from follow-on offerings in April than at any other point in history, including the depths...
PIA looks to stable, fully franked dividends over the coming year
The Board of Pengana International Equities Limited (“PIA”) has re-confirmed its objective to, and its high degree of confidence in,...
The COVID-19 crisis impact on sustainability
BY TED FRANKS. PARTNER, FUND MANAGER, PENGANA WHEB SUSTAINABLE IMPACT FUND We find ourselves in a period of unprecedented crisis...