Peter Rae

Reporting season has just ended and so we take a look at how the listed investment companies under our coverage fared over that time. We continue to remind investors that the best way to measure performance of LICs is to look at total returns, either portfolio returns or share price... Show More

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