Australian Equities Fund
‘Show us the money’: The stocks Pengana has been busy buying
Rhett Kessler, who leads the firm’s Australian equities team, is bullish on “boring” companies that have turned cheap, including takeover...
Pengana appoints Senior Portfolio Manager to Australian Equities Team
Pengana Capital Group has added senior Australian equities investment expertise to its ranks, with the appointment of Michael Maughan as...
Australian Equities Webinar
CIO and Senior Fund Manager Rhett Kessler as well as Fund Manager Mark Christensen provide a portfolio update and insights...
Australian Equities Update
CIO and Senior Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season.
Australian Equities Holdings
CIO & Portfolio Manager Rhett Kessler provides a portfolio update and insights from the reporting season.
Valuations rebased across most asset classes – opportunities starting to present with quality expected to shine going forward
We have discussed for some time now the 40 year deflationary rate cycle that began in 1981 after the US...
Diverging equity market outcomes
Two prevailing thematics impacted both global and domestic markets in the quarter, however important distinctions resulted in the diverging equity...