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Join Rhett Kessler, Senior Fund Manager of the Pengana Australian Equities Fund, as he shares key commentary on the Fund's pleasing performance through the recent market volatility.
Rhett also reviews some of the Fund's recent purchases and sales, and his views of the risks and opportunities in the market.
"We continue to hold stocks that are largely insulated from general economic conditions and, as a portfolio, should continue to perform well in a difficult market."
The Fund also continues to benefit from holding "Puts", which provide an added layer of protection in the event that markets continue to fall.