Pengana Australian Equities Fund Webinar
May, 2025
Webinar Sections:
Fund Philosophy & Investment Approach
Performance & Portfolio Positioning
Stocks in Focus
Investment Themes
Q&A
Join Rhett Kessler, Chief Investment Officer and Senior Fund Manager of the Pengana Australian Equities Fund, as he shares insights into the Fund’s long-standing investment philosophy, recent market-driven portfolio adjustments, and the opportunities uncovered during recent volatility. Rhett covers stock decisions across sectors including banking, healthcare, and infrastructure, explains key investment themes such as cost leadership and population growth, and answers audience questions on tariffs, gold exposure, and more.
