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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.

Awards and industry recognition

Nomination - Money Management/Lonsec Fund Manager of the Year 2013 (Retirement Income Innovation)

Performance History & Investor Reports

Australian Equities Fund Vs. Cash Rate

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*Total return performance figures are derived from Managers’ records and are shown after all fees and expenses, and assume reinvestment of distributions. Investments can go up and down. Past performance is not a reliable indicator of future performance. Inception date: 30 June 2008.

Investment Team

  • Rhett-Kessler
    Rhett Kessler

    Senior Fund Manager

  • Pengana Staff.
    Anton du Preez

    Fund Manager & Analyst

  • Steven-Glass-HR-12-e1404967066400-129x150
    Steven Glass

    Investment Analyst

  • Mark4-e1395109020399-150x150
    Mark Christensen

    Investment Analyst

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