Pengana Capital Limited (“Pengana”) is a global, diversified funds management business focussed on delivering long term returns to its investors. Pengana’s carefully constructed strategies are each run by teams of highly skilled and experienced fund managers. Pengana’s global presence includes operations in Australia, Asia and the United States.
Pengana has over 50 staff members including more than 35 investment professionals. Pengana is owned by its directors and staff with National Australia Bank having a minority strategic stake in the company.
Pengana’s business comprises of two central investment strategies.
Pengana currently manages several equity strategies covering Asia-Pacific and Australian markets. The equity investment team totals approximately 25 investment professionals with an average experience in excess of 15 years. Each strategy is managed by selected fund managers who leverage off the research platform comprising generalists as well as industry and regional specialists. These strategies are managed out of Sydney, Melbourne and Singapore.
The Pengana Global Volatility strategy is run by Alvin Wilkinson. He has over 22 years experience in trading S&P Index Options and has a team of five working along side him, with an average experience in options markets of over 17 years. Alvin served on the Board of the Chicago Board Options Exchange (CBOE) for over eight years and is widely credited with the development and commercialization of listed VIX Futures and listed VIX options. This strategy is not directional and derives arbitrage returns from mispricing of volatility in equity index futures, options and other volatility-based instruments. This strategy is managed out of Chicago and Lakeville, CT.
Pengana Capital’s innovative and successful investment approach is consistently recognised by a wide group of external organisations.
A selection of awards received is listed below.
Winner – Money Management/IMCA Fund Manager of the Year 2006 (Rising Star)
Finalist – Standard & Poor’s Fund Awards 2007 (Fund Manager of the Year)
Winner – Australian Hedge Fund Awards 2010 (Best Emerging Manager)
Winner – Standard & Poor’s Fund Awards 2007 (Innovative Fund of the Year)
Finalist – Standard & Poor’s Fund Awards 2007 (International Equities – Diversified)
Winner – Financial Review Smart Investor Blue Ribbon Awards 2010 (Australian Small-Cap Shares)
Finalist – Money Management/Lonsec Fund Manager of the Year 2010 (Australian Equities – Small Cap)
Finalist – Standard & Poor’s Fund Awards 2009 (Australian Equity – Small Caps)
Highly Commended – Financial Review smart investor Blue Ribbon Awards 2009 (Australian Small-Cap Shares)
Winner – Money Magazine Best Smaller Companies Fund 2009
Winner – Money Management/Lonsec Fund Manager of the Year 2008 (Australian Equities – Small Cap)
Winner – Standard & Poor’s Fund Awards 2007 (Australian Equity – Small Caps)
Finalist – Money Management/IMCA Fund Manager of the Year 2007 (Australian Shares (Small Cap))
Finalist – Money Management/IMCA Fund Manager of the Year 2006 (Australian Shares (Small Cap))
Finalist – AIMA Australian 2008 Hedge Fund Awards (Best Emerging Manager)
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