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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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...

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