About Us

About us

Pengana Capital Group ('Pengana') is a diversified funds management group, with distinct investment strategies that aim to deliver superior long-term risk-adjusted returns to investors, with a focus on capital preservation.

Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Brisbane, Pengana currently manages over AUD$3 billion across a range of International and Australian strategies.

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 fund managers can focus on what they do best - managing portfolios.

Pengana strives to give investors access to superior global funds management strategies: strategies that will create an impact on portfolio returns. We do this through our in-house investment teams, and by partnering with exceptional investment managers around the world.

For investors seeking an investment that suits their ethical viewpoint as well as their financial goals, Pengana offers a range of products that allow investors to align their portfolios with their principles without compromising their investment returns.

Our Brand Story

THE PENGANA WAS AN ANCIENT BIRD OF PREY, WITH ANKLE JOINTS THAT ENABLED IT TO BEND ITS FEET IN ALL DIRECTIONS.

This made it an expert hunter, with a significant competitive advantage. It not only had the ability to identify its prey from a long distance, but also to use its flexible joints to reach into hard to access places, giving it the ability to extract prey unavailable to its competitors.

Like the Pengana, our investment teams use their significant experience and
extensive company visitation program to extract information that enables them to
uncover investment opportunities. In house proprietary research is their competitive
advantage. It helps to highlight areas to be cautious of or avoid, as well as identify sectors and stocks that are well positioned for the future.

 

Pengana’s history

2003

Founded by Russel Pillemer and Malcolm Turnbull

2004

Pengana Emerging Companies Fund launched

2007

Pengana Australian Equities Fund launched

2008

Pengana Asia Special Events Fund launched

2008

Malcolm Turnbull sells his shareholding in Pengana to NAB

2010

Pengana Absolute Return Asia Pacific Fund launched

2013

Pengana reaches $1bn in funds under management milestone

2015

Partners with Chicago-based small cap specialist Lizard Investors to offer Lizard’s global small cap capability to Australian retail investors

2015

Partners with Boston-based leading global quant manager PanAgora Asset Management to bring select PanAgora strategies to Australian investors

2015

Pengana International Equities Fund launched

2016

Pengana reaches $2bn in funds under management milestone

March 2017

NAB sells its stake in Pengana Holdings to Washington H Soul Pattinson, one of Australia’s largest institutional investors

June 2017

Pengana merges with one of Australia’s largest ethical managed fund businesses, ASX-listed Hunter Hall International Limited, 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 named Pengana Capital Group (ASX: PCG)

August 2017

Partners with WHEB Asset Management LLP, a specialist investment management firm and leading proponent of sustainable and responsible investing based in the UK, to bring the Pengana WHEB Sustainable Impact Fund to Australian investors

April 2019

Pengana launches the Pengana Private Equity Trust, giving investors the opportunity to access a diversified portfolio of global private market investments, with a select allocation to private credit and opportunistic investments.


For all enquiries, please email clientservice@pengana.com or call +61 2 8524 9900