Global Small Companies Webinar

Introduction and Macro Environment Overview

Capital Flows and Market Positioning

Investment Philosophy and Process Enhancements

Stock Examples

In this engaging conversation-style webinar, Adam Myers (Head of Distribution at Pengana) speaks with John Moog (Portfolio Manager of the Pengana Global Small Companies Fund) about the current global landscape for small-cap investing.

Rather than a traditional presentation, this session explores key themes through a series of curated questions, covering:

• The macroeconomic and geopolitical shifts reshaping global markets

• Capital flows and valuation trends across regions and asset classes

• The fund’s investment philosophy, including recent process enhancements

• Real-world portfolio case studies showing how the team responds to both opportunities and risks

• Evidence of improved performance, driven by stock selection and timely decision-making

The discussion highlights why global small caps may be entering a new cycle of outperformance, supported by changing economic conditions and a disciplined, data-informed investment approach.