High Conviction Equities Fund
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...
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...
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...
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...
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...
James McDonald’s high-conviction bets yield rich rewards for an ethical strategy (AFR)
(Vesna Poljak) Biotechnology and healthcare discoveries have been some of the richest sources of returns for James McDonald's 20-stock best...