NEWS & INSIGHTS

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...

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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.  _________  ...

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Why we love heat pumps

I first came across heat pumps while studying for my undergraduate degree in Environmental Science in the early 1990s. The...

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How this AREIT investor is approaching reporting season.

2023 brings new optimism into the REIT sector with a slowing of cash rate hikes as inflation moderates, along with...

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How investing sustainably needs active managers to make the world a better place and investors richer

Tim Richardson CFA, Investment Specialist Investors concerned about sustainability should understand clearly what they expect from their portfolio - and...

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2022 carbon commitments review and 2023 goals

Back in 2020 WHEB committed to ensuring that, by 2025, 50% of our portfolio would have set a net-zero carbon...

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The paradox of Emily in Paris

Why most brands’ commitments to ‘Sustainable Fashion’ are as empty and vapid as this show’s storyline Like a lot of...

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WHEB Annual Investor Conference 2022 – Conversation with portfolio company Arcadis

Senior Analyst Ben Kluftinger is joined by Senior Director - Resillient Cities, Dr Anusha Shah and Christine Disch from Arcadis. Arcadis...

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WHEB Annual Investor Conference 2022 – Strategy update

Fund Manager Ted Franks and Associate Fund Manager Ty Lee present an investment strategy review and outlook for the year...

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Pengana Capital Group