Global Small Companies FundInsights Q&A with Jon Moog. Pengana Global Small Companies Fund March, 2023 0:00 Introduction 0:38 Can you tell us about your investment philosophy and how it guides your investment decisions? 1:20 How do you identify potential investments in small cap companies in international markets? 2:03 Can you discuss your current portfolio allocation and your rationale for having overexposure to Europe at the moment? 2:45 What is your outlook on the European economy and how do you see this impacting your portfolio in the near future? 3:24 How do you manage risk in your portfolio, particularly in emerging markets and smaller companies? 4:28 Can you walk us through a recent investment decision and the factors that led you to it? 5:52 How do you stay up to date on developments and trends in international markets? 6:38 What do you see as the biggest challenges and opportunities for small cap investing in the current market environment? Get monthly insights and market commentary direct to your inbox Learn more Specialists in a vast and growing investable universe Global Small Companies Fund Latest Insights Nehemiah Richardson joins Sunrise on Channel 7 to answer: “What do I do with my money?” March, 2026 The next constraint on AI is not just energy – it’s also water March, 2026 What the H1 2026 Reporting Season Revealed for the AREIT Sector March, 2026 Get monthly updates Insights & commentary from professional investment managers. Subscribe Now connect with US
