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...

Read More

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...

Read More

Stock in Focus: Super Retail Group. It’s all about sustainable after-tax cash earnings.

In recent times, the commentary in our monthly newsletters to our investors has been dominated by a few of the...

Read More

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,...

Read More

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...

Read More

Priortech – listed on the TASE – 5% holding in the Fund

As highlighted in previous monthly reports, the two sectors that worked well for us in 2020 were the Renewable Energy...

Read More

Kamada – dually listed on the Nasdaq and on the TASE (ticker KMDA), 3.5% holding in Fund

We wrote about Kamada in March when the company announced its plans to utilise its Hyper-Immunoglobulin (IgG) Platform Technology to...

Read More

Plus500 – listed on the London Stock Exchange (ticker PLUS.L). 3.5% position in the Fund.

Plus500 develops and operates an online trading platform for individual customers to trade contracts for difference (CFDs on approximately 2,800...

Read More

NICE – Dually listed in the TASE and the Nasdaq (ticker NICE). 3% position in the Fund.

NICE is an Israeli based company and the world’s leading provider of both cloud and on-premises enterprise software solutions. Their...

Read More