Pengana Capital

Hostelworld was created to provide an affordable online global distribution channel for hostels and budget accommodation providers. The company is designed for a customer base that is not well served by the broader online travel agency (OTA) universe. Frequent customers of hostels, known as “hostellers’”, generally enjoy the affordability, environmental... Show More

Pengana Capital

Did you know that 98% of all companies in Europe and the US with revenues in excess of $10 million are not listed? Not only that, but the number of listed companies have been steadily decreasing since the mid 1990’s. In collaboration with Chicago based Grosvenor Capital Management, the Pengana... Show More

Equities
Pengana Capital

The world of private equity is all around us, from old economy brands like the Hilton Hotel Group, Cadbury Schwepps and Lorna Jane, to more recent examples like Dell computers, Google and Twitter, some of our most beloved brands exist as a result of Private Equity firms investing in the... Show More

Pengana Capital

TripAdvisor is the world’s largest travel site with over 600 million reviews covering 7.5 million accommodations, airlines, attractions, and restaurants. TripAdvisor drives more traffic through its website than its competitors, with approximately 455 million average unique monthly visitors. Show More

Pengana Capital

The recently completed purchase of Australian oil and gas company AWE Limited, by Japanese company Mitsui & Co. for $602 million exposes the manner in which large M&A deals are researched and examined before investment action is taken. Show More

Pengana Capital

As with all of our investments we are looking for a company with a current sustainable after tax cash earnings yield of 6 – 8% p.a. with strong growth for the medium term. CSL sits at 6% and is growing at 10%+. Six reasons we like CSL Limited include the... Show More

Pengana Capital

Management of failing US based consumer electronics retailer, Circuit City, was facing significant pressure from a superior competitor, Best Buy, as well as value retailers like Walmart. As a result, they launched an internal venture in auto retail, which was spun out on its own before Circuit City’s eventual bankruptcy.... Show More

Pengana Capital

The assumption that Amazon would sweep away all retailers that stand before it resulted in many US retailers being sold down. This hysteria created some interesting opportunities in the retail segment, one of which is Dollar General. Show More

Pengana Capital

Pengana Capital Group is pleased to provide access to a video replay of the March 2018 investor roadshow. The session includes a presentation from Russel Pillemer, Chief Executive Officer of Pengana Capital Group and Steven Glass, Head of Research and Portfolio Manager: Pengana International Equities. Show More

Pengana Capital

Pengana Capital is pleased to provide investors with access to a video replay of the recent investor roadshow. The presentation provides an overview of the Pengana Capital business, introduces the Pengana International Equities investment team and covers our current market views. Show More

Pengana Capital

In June shareholders voted to approve a merger of Hunter Hall and Pengana. For investors in the Hunter Hall Value Growth Trust, Hunter Hall Global Equities Trust and Hunter Hall Global Value, this means their capital will now be managed by Pengana’s International Equities team. This article outlines the differences... Show More

Pengana Capital

You're probably familiar with online platforms such as Investopedia, Dictionary.com and the video streaming platform VImeo. You've also probably heard of popular dating sites such as Tinder. But did you know they were all owned by one NASDAQ listed parent company? Show More

Pengana Capital

When it comes to investing in today’s market, a strong underlying foundation is vital to forming the core of success. Steven Glass, from the Pengana International Equities Fund provides his 6-point checklist that separates the good from the bad, allowing him to invest with confidence in an overly noisy environment. Show More

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