NEWS & INSIGHTS
The case for global small caps – a portfolio update
Portfolio Manager Jon Moog provides a portfolio update and insights from the reporting season.
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Reporting season demonstrates resilient earnings from AREITs
There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping...
- Pengana International Equities Limited
- Axiom International Fund
- Harding Loevner International Fund
- Insights
Is a re-opened China a danger or an opportunity?
Tim Richardson CFA, Investment Specialist Consumer spending accelerated when China suddenly abandoned its zero-Covid policy, but the country’s longer-term challenges...
UK water companies – from hero to zero
Water pollution is an ancient problem in the UK, with sewage spills and other sources of contamination frequently making headlines....
Can Contact Lenses for Kids Solve the World’s Vision Problem?
The screens we can’t seem to live without are contributing to alarming rates of myopia, or nearsightedness, around the world....
Is now the right time to buy smaller companies?
Tim Richardson CFA, Investment Specialist Smaller companies often outperform the broader market in the early stages of an economic recovery....
How a Canadian Dollar Store Became One of the World’s Most Profitable Retailers
Retail chains aren’t known for particularly high profit margins, but Dollarama—where many items sell for just C$1—is the surprising exception....
Does size still matter in 2023?
Tim Richardson CFA, Investment Specialist Global smaller companies are under-owned by investors because they are perceived as ‘risky’ investments. They are...
Pengana Capital aims to tap into private markets
Journalist: Jemima Whyte, Senior Reporter. Australian Financial Review. Photo credit: Natalie Boog View the original AFR article HERE. _________ ...