Australian Equities Fund
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...
Australian Equities Capital raisings, company-specific events and how corporate Australia is coping
Australian companies raised more money from follow-on offerings in April than at any other point in history, including the depths...
Australian Equities Fund Webinar, May 2019
The increasing bifurcation in valuation multiples between ‘market darlings’ and what may unkindly be called the ‘plodders’ continues to offer...
Webinar: In search of the gift that keeps on giving. Pengana Australian Equities Fund with Rhett Kessler
The Australian Equities Fund has always been conservatively managed. It invests in companies with reasonable valuations and growing cashflows, and...
Capital-hungry growth stocks vulnerable in market correction
Original Article published 9 March in the Australian Financial Review Jonathan Shapiro - Senior Reporter _____ The rapid change in...
The weight of money entering the markets
The cost of money is exceptionally low, and the returns being generated by most investors in the traditional term deposits...