Australian Equities Fund
Stock in Focus: Super Retail Group. It’s all about sustainable after-tax cash earnings.
In recent times, the commentary in our monthly newsletters to our investors has been dominated by a few of the...
Investor Conundrums
Fund Manager Rhett Kessler provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Will the cost of living inflation crash the asset price party?
Rhett Kessler, Pengana Australian Equities Fund Markets have bounced back strongly from the Covid-19 induced lows which, combined with the...
Crisis silver lining – resilient business models and competent management validation
The February reporting season provided a few unusual insights due to the economic impact of COVID-19. In particular, it confirmed...
Top 5 things learnt from reporting season
Rhett Kessler, CIO and Senior Fund Manager at Pengana Capital Group Having just come out of reporting season, one of...
The 3 biggest conundrums facing investors in today’s climate
Rhett Kessler, CIO and Senior Fund Manager at Pengana Capital Group As a steward of money, our fundamental goal is to ensure...
Webinar: Australian Equities Fund reporting season update – The themes and trends that emerged from reporting season
Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...
Building our portfolio in a FOMO economy
“It does feel like FOMO is back”: Those few words encapsulate just how worried Rhett Kessler, the CIO of Pengana...