Smaller Companies: FOMO Not Required

Author: Steven Milch, Consulting economist Print PDF Version Small Cap Fomo ‘Fear of missing out’ – one of the defining...

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Taking advantage of macro opportunities

A recent article “The new economic cycle” published by Steven Milch, Pengana’s consulting economist refers to the new economic cycle which will be characterised by…

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The New Economic Cycle

For the first time in over a decade, a new economic cycle is underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing monetary and fiscal stimulus.

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Poised to deliver.

Investing in global small and mid-cap companies provides great opportunities for high quality active managers to generate differentiated returns and long-term outperformance.

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The compelling opportunity in global small caps

Fund Manager Jon Moog provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...

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Webinar: Global Small Companies Fund update – The long term opportunity. Taking advantage of a changing world.

Our learnings from reporting season. What we expect from our portfolio holdings and how we feel they will perform as...

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When small is big

The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...

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Webinar: Small Caps coming out of the Crisis. Pengana Global Small Companies Fund

The vast majority of all global listed companies are classified as small caps, yet most receive no analyst coverage, which...

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Pengana to acquire stake in Chicago-based Lizard investors

Pengana Capital Group Limited (ASX: PCG, ‘Pengana’) today announced its intention to acquire a significant stake in Lizard Investors LLC...

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