Equities
Pengana Capital

After nearly a year of volatile markets, we reached out to three of our portfolio managers to get their thoughts on the most exciting investments for the year ahead. From the latest innovations in cancer treatment, a company providing machines with the gift of sight, and a hotel operator targeting... Show More

Equities
Anton du Preez

Flight Centre is a global travel management company with businesses in Australia, New Zealand, North America, UK, Europe and South Africa. It also has smaller businesses in Latin America, UAE, Greater China, SE Asia and India. The business has 3 main pillars: Leisure division Corporate Travel business An emerging Travel... Show More

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

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

Macro
Alex Cowie

One of the most engaging parts of my role at Livewire is working with Australian fund managers to discuss their views and bring you great content. With over 400 managers now contributing to the platform, overseeing the content can feel like being at the epicentre of the market. So with... Show More

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