About Pengana Capital Group
Pengana Capital Group ('Pengana') is a diversified funds management business founded in 2003 and headquartered in Sydney, with offices in Melbourne, Brisbane and Singapore.
We currently manage approximately $3 billion in Funds Under Management (FUM) across global and Australian equity strategies.
We are committed to managing our clients' money with a focus on delivering superior long-term risk adjusted returns.
Pengana has been on a strong growth trajectory, having grown our FUM 28% p.a. for the last three and a half years. This is due to the strength of our investment teams, our excellent long term performance and the growing investor demand for funds that generate benchmark-unaware returns.
Over our 15 year history, Pengana's primary focus has been on an unrelenting quest to generate superior long term returns for our investors.
Pengana's premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas.
Our unique business model also delivers centralised support from our corporate team, so our managers can focus on what they do best - managing portfolios.
Pengana strives to give investors access to superior global funds management strategies, both by developing internal expertise and by partnering with exceptional funds management teams, including Boston-based PanAgora Asset Management and Chicago-based small cap specialist Lizard Investors.
In 2017 Pengana signed a merger agreement with one of Australia's largest ethical managed fund businesses, Hunter Hall, broadening and diversifying its suite of investments and cementing its position in the Australian funds management market.
The recent merger has resulted in Hunter Hall's highly regarded ethical framework being applied across a number of Pengana's investment products.
2003 – launched by Russel Pillemer and Malcolm Turnbull
2008 – Malcolm Turnbull sold his shareholding in Pengana to NAB
2015 – announced a distribution agreement with Boston-based leading global quant manager PanAgora Asset Management to bring select PanAgora strategies to Australian investors.
2015 – partnered with Chicago-based small cap specialist Lizard Investors to distribute Lizard’s global small cap capability to Australian retail investors.
2016 – entered into a strategic agreement with Tokyo-based Rogers Investment Advisors K.K. to bring the Pengana Asia Special Events Fund to Japanese institutional investors.
2017 – NAB sold Pengana holdings to Washington H Soul Pattison, one of Australia’s largest institutional investors.
2017 – Pengana merges with one of Australia’s largest ethical managed fund businesses, Hunter Hall, broadening its suite of investments and cementing its position in the Australian funds management market. The combined group has over $3 billion in funds under management and is known as Pengana Capital Group.