News & Insights

MEDIA RELEASES

22 July 2019

A golden era for active managers is coming (AFR)

The constant barrage of reports about the demise of the active fund manager is relentless.The average investor might conclude the age of act...

27 May 2019

Generating positive impact alongside a financial return

Population growth, resource scarcity, environmental degradation, and a myriad of social issues are increasingly motivating investors to exam...

06 May 2019

How ethical are TASERs really?

The manufacturer of TASER, a conducted energy weapon, Axon recognised a gap in law enforcement for ‘non-lethal’ weapons back in 1993. To...

24 April 2019

Pengana's private equity offshoot

(Simon Hermann, The Australian)The dust hasn’t even settled after the roadshow of the $300 million private investment vehicle MCP Income...

19 March 2019

New investor credo: in private equity we trust

Image credit: Jane Dempster/The AustralianLicensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown awa...

11 February 2019

Private equity an antidote to late cycle wobbles - with quality and experience

(Katrina King, The Australian Financial Review) The withdrawal of post-GFC central bank liquidity in 2018, a dovish shift among central ban...

Insights

Videos

Impact investing: separating traders from investors

The investment world over the past several decades has increasingly suffered from a myopic investment strategy. Some research suggests that...

Videos

An ASX-listed stock having an impact on the global stage

Impact investors seek to allocate funds to those companies which provide a social and environmental benefit, in addition to a financial retu...

Videos

Investing in the 6th Industrial Revolution

The concept of "impact investing" may be nothing new but it has become a popular way of thinking about markets over the past few years, as i...

Videos

Global tech stocks are just too expensive

Pengana International Equities Portfolio Manager, Jordan Cvetanovski, discusses why the Company is underweight the tech sector and when he t...

Videos

How to construct a portfolio using 3 segments

Pengana International Equities Portfolio Manager, Jordan Cvetanovski, walks investors through his process for portfolio construction, and...

Videos

Why this US health insurance stock is being mispriced

Pengana International Equities Portfolio Manager, Jordan Cvetanovski, discusses the stock he believes the market is failing to appreciate....