High Conviction Equities Fund
Global High Conviction Stocks
Portfolio Managers James McDonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...
0.5 CPD
High Conviction Equities Fund Portfolio & Investment Update
Portfolio Manager James McDonald provides a portfolio update and insights from the reporting season. CPD points applicable for Australian Financial...
Global High Conviction Stocks
Portfolio Managers James McDonald & Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...
Howard Hughes – US property developer that owns both operating property and large tracts of land
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...
Immutep – Leading the development of immunotherapy for cancer and autoimmune diseases
Fund manager James McDonald at the Pengana High Conviction Equities Fund provides insight into some of the current opportunities arising...
Pengana’s high conviction fund welcomes addition of highly regarded portfolio manager
Pengana Capital Group’s High Conviction Equities Fund today announces the appointment of Jeremy Bendeich to the investment team as portfolio...
Burgeoning opportunities for healthcare investors
Fund Managers James Mcdonald and Jeremy Bendeich provide a portfolio update and insights from the reporting season.
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...
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...