NEWS & INSIGHTS

Covid vaccine developer Novavax rises 183% ytd on strong phase 3 results

The star holding for the Fund in 2021 thus far is US vaccine producer Novavax which has risen 183% year...

Webinar: Impact Investing in 2021

Global stock markets continued to rise in the fourth quarter. In the USA, the combination of a new president-elect, significant...

The next growth phase for AREITs

As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence...

A New ERA for London and Brussels

The past is a foreign country; they do things differently there. It is only four-and-a-half years since the UK decided...

What’s in store for REITs in 2021?

COVID-19 has caused havoc in the REIT sector with economic shutdowns, rent relief and concerns about behavioural changes (structural shifts)...

‘There are decades where nothing happens, and there are weeks where decades happen’

Vladimir Ilyich Ulyanov, better known by his alias ‘Lenin’, was reputed to have remarked that ‘There are decades where nothing...

Priortech – listed on the TASE – 5% holding in the Fund

As highlighted in previous monthly reports, the two sectors that worked well for us in 2020 were the Renewable Energy...

Pengana Alpha Israel Fund increases pre-IPO investment allowance to 20% amid increasing pre-IPO dealflow and successful Gencell listing.

Israel's IPO scene is set for success with a number of tech offerings in the pipeline. The past year has been...

Webinar: Investing in Israeli technologies

The Pengana Alpha Israel Fund invests exclusively in listed Israeli companies (trading either in the Israeli market or on any...

Pengana Capital Group