Stock Stories
NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.
NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...
Radcom – listed on the Nasdaq (ticker RDCM)
RADCOM is a leading expert in cloud-native Network Intelligence for telecom operators transitioning to SDN/NFV (Software Design Networks/Network Functions Virtualization)....
SolarEdge – listed on the Nasdaq (ticker SEDG)
In January 2018 we wrote about a company called SolarEdge. We described SolarEdge as having a significant technological advantage that,...
Photocure – Cancer Diagnostics and Razor Blades
James McDonald, portfolio manager of the Pengana High Conviction Equities Fund discusses one of the Fund's largest holdings - a...
Lumentum – Iphones and Laser Beams
James McDonald, portfolio manager of the Pengana High Conviction Equities Fund provides insight into his assessment of Lumentum as a...
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...
TomTom and the future of driver-less cars (AMS: TOM2)
After disposing of its truck fleet management business, TomTom is now an attractively valued pure play mapping data business, posing...
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...
The company shaking up the U.S. healthcare system (NYSE: CVS)
The American healthcare system is one of the world’s largest markets, nearly 18% of the U.S. GDP is spent on...