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...

Read More

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...

Read More

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...

Read More

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...

Read More

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...

Read More

PE1 Portfolio Update

One of the benefits private companies have in times of extreme volatility and market turmoil is an ability to pivot...

Read More

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....

Read More

When small is big

The alpha generating capability of actively managed global small companies is set to soar after a crisis. Performance Small caps...

Read More

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...

Read More