NEWS & INSIGHTS
ESG: Deconstructing returns
Since its inception almost 25 years ago, Axiom, the manager of the Pengana International Axiom Ethical Fund, has incorporated Environmental,...
If you can’t write the cheque quickly, someone else will
Pengana boss Russel Pillemer says economic turmoil will throw up good opportunities for private equity investors, providing they can move...
Pengana doubles down on private markets to raise extra cash
By: Richard Henderson, Reporter, AFR Original article available HERE Pengana will raise an additional $75 million for its listed private...
Finding tomorrow’s ESG leaders
Environmental, social, and governance (ESG) as a source of investment alpha may be limited when focussed solely on companies displaying...
The AREITs best placed to maintain pricing power and grow earnings
In an inflationary environment with rising interest rates, our focus has turned to which stocks and sub-sectors are best placed...
Pengana Axiom International Ethical funds to reduce fees as funds under management increases
Since the 2017 merger of Pengana Capital Group and Hunter Hall, the management fees for the funds now known as...
January storms: heavy rotation in weak markets at the start of 2022
Stock markets ended the first month of the new year with heavy losses. Beyond the overall losses, this has also...
China poised to benefit from regulatory ‘tailwind’
China’s recent regulatory change could be a surprise ‘tailwind’ for high-quality growth companies, according to international investing experts. This was...