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Investment Strategy

The Pengana Australian Equities Fund seeks to identify good quality companies that are reasonably priced by focussing on their operating leverage, balance sheet and return to shareholders in order to identify stocks that can generate at acquisition an after tax cash earnings yield of 6–8% p.a. with strong growth for the medium term.

We undertake our own proprietary research in assessing both qualitative and quantitative factors to build a concentrated portfolio of stocks.

A focus on capital preservation is preferred to ‘super’ returns and cash holdings are viewed as a natural alternative when suitable equity investment opportunities cannot be identified.

Performance History & Investor Reports

Australian Equities Fund Vs. Cash Rate

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Net performance figures are shown after all fees and expenses, and assume reinvestment of distributions. Past performance is not a reliable indicator of future performance. The value of investments can go up and down. Inception date: 1 July 2008.

Investment Team

  • Rhett Kessler

    Senior Fund Manager

  • Anton du Preez

    Fund Manager

  • Mark Christensen

    Investment Analyst

  • Chris Tan

    Investment Analyst

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