Pengana Australian Equities Fund

In this special live episode of Inside The Rope, David is joined by Alexandra Clarke (Portfolio Manager at Ellerston Capital), Rhett Kessler (Fund Manager and...

In our recent investor webinar, we discussed three issues that are challenging investors in today’s market and how we are managing these issues in Pengana’s Australian...

Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...

Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of technological...

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...