Global High Conviction Stocks

Portfolio Managers James McDonald & Jeremy Bendeich provide a portfolio update and insights from the reporting season. CPD points applicable...

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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...

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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...

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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...

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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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