Insights
Three great Israeli innovation investments in recent years
Alpha LTI fund shares three of their recent best backings Gabi Dishi, Alpha LTI There’s a lot to like about...
10 Israeli innovations that changed the world
Israel is an investment market not to be overlooked Gabi Dishi and Sagi Ben Yosef, Alpha LTI Alpha LTI, the...
Deliveroo. The worst IPO in history – bad timing, bad ESG, or just a bad idea?
Deliveroo has been dubbed London’s ‘worst IPO in history’ after its shares fell 26% in the first day of trading,...
How to think about Impact Investing. A Q&A with Ted Franks
Matt Mimms talks to Ted Franks, Fund Manager and Partner at WHEB Asset Management, the investment team behind the Pengana...
The 3 seismic changes to investment markets in the last year and how we responded to each
Ed Prendergast, co-portfolio manager of the Pengana Emerging Companies Fund. There have really been 3 key phases to investment...
Greenwashing, regulation and sustainable investment
Seb Beloe, Partner & Head of Research, Pengana WHEB Sustainable Impact Fund A few years ago, I was fortunate enough...
Savvy Australian investors are diversifying with Israeli innovation stocks
A Q&A with one of Israel’s leading equity fund managers. Sagi Ben Yosef, Alpha LTI Q. What does Alpha LTI invest...
Governance of technology and COVID-19
The global response to COVID-19 has been nothing short of a technological revolution in the healthcare sector. Ty Lee from...
Will the cost of living inflation crash the asset price party?
Rhett Kessler, Pengana Australian Equities Fund Markets have bounced back strongly from the Covid-19 induced lows which, combined with the...