Burgeoning opportunities for healthcare investors

Fund Managers James Mcdonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...

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Covid vaccine developer Novavax rises 183% ytd on strong phase 3 results

The star holding for the Fund in 2021 thus far is US vaccine producer Novavax which has risen 183% year...

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Webinar: Investing in Vaccination and Diagnostics companies with James McDonald

James McDonald, Portfolio Manager of the Pengana High Conviction Equities Fund, has been investing in the medical space for over...

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Photocure – Cancer Diagnostics and Razor Blades

James McDonald, portfolio manager of the Pengana High Conviction Equities Fund discusses one of the Fund's largest holdings - a...

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Lumentum – Iphones and Laser Beams

James McDonald, portfolio manager of the Pengana High Conviction Equities Fund provides insight into his assessment of Lumentum as a...

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The Company enabling machines to see

Lumentum is the world leading manufacturer of optical products for telecom networks. It specialises in lasers that send light long...

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TomTom and the future of driver-less cars (AMS: TOM2)

After disposing of its truck fleet management business, TomTom is now an attractively valued pure play mapping data business, posing...

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A cancer detection solution leads to rapid sales growth (FRA: PHS)

Photocure (FRA: PHS), also known as The Bladder Cancer Company, develops products and services with the aim of improving the...

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