Pengana Capital

Investing in Australia's growing retirement communities

Pengana Capital

Australia’s ageing population continues to grow due to increasing life expectancy. As the majority of companies operating in the retirement space focus on the higher end of the market, Lifestyle Communities offers a luxury product for those who sit in the lower end. Show More

Six reasons we like CSL

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

Used cars…… who cares? We do!

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

Amazon vs. Dollar General

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 Symposium October 2017

Pengana Capital

Pengana Capital Group is pleased to provide advisers with access to a video replay of the Pengana Symposium held on 10 October, 2017. The presentation features four strategies: Show More

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