Global Small Companies

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

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Zenith Investment Partners and the Pengana Global Small Companies Fund

The Pengana Global Small Companies Fund invests in high-quality businesses with strong pricing power (the ability to pass on the...

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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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