NEWS & INSIGHTS
New investor credo: in private equity we trust
Image credit: Jane Dempster/The Australian Licensed by The Copyright Agency (David Rogers, The Australian) Russel Pillemer has been blown away...
How ethical are tasers really?
The manufacturer of TASER, a conducted energy weapon, Axon recognised a gap in law enforcement for ‘non-lethal’ weapons back in...
Bubble, bubble, tech and trouble
Why Pengana's International Equities team sold out of the big tech names. On 8 September, Tesla’s founder Elon Musk’s net...
Webinar: PIA final year results and dividend overview
Dividend cancellations, deferrals and reductions have become the new norm through covid-19 with blue chip companies, once reliable payers of...
8 pillars for investing in uncertain times
Many of us are struggling to make sense of the world at the moment. It seems to lurch from crisis...
PE1 Portfolio Update
One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...
The long term upside of downside protection – when the best offense is a good defense
Investment returns and making money is important, though one factor some investors don’t consider enough, is the path of returns....
When small is big
The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...
COVID’s winners and losers in Australian real estate
Since the onset of the COVID-19 pandemic, the listed property sector has been amongst the most impacted. The S&P/ASX 300...