pengana

Livewire Exclusive

May 2017 marked the first month since September 2016 that the Small Ordinaries Accumulation Index outperformed large caps. Livewire reached out to six small cap specialists to ask: “Is this a turning point”? The consensus seems, with some terms and conditions, to be: “Yes”. Read on for responses from Wilson... Show More

Livewire Equities

In the past few weeks 3 highly rated fund managers have come out singing the praises of BT Investment Management (ASX:BTT). Tim Samway of Hyperion spoke about BTT and the theme of investment managers here: https://www.livewiremarkets.com/wires/27736, while OC Funds https://www.livewiremarkets.com/wires/27880 and Pengana Emerging Companies have both recently added the stock... Show More

Livewire Exclusive

Pengana: Be patient with Mermaid Marine. Rhett Kessler, Senior Fund Manager at Pengana says despite the sustained sell-off in Mermaid Marine (ASX:MRM) since late 2013 they are committed to the company. We're quite a big holder of Mermaid Marine, which has not been kind to us. We think that's a... Show More