Video: Finding Solutions in unlikely places

Pengana Capital Group

Pengana Capital Group

What does society owe each of us and what do we owe in return? The answer is our social contract and we are living in a time when many feel it is not working.

In session 3 of our Conscious Capitalism series, Victoria Maclean, associate fund manager of the Pengana WHEB sustainable Impact Fund, shows how periods of instability can result in the reordering of societies and priorities. In recent years the instability has been dramatic. Covid had a major impact on health systems and even the way we interact with each other. The conflict in Ukraine is reinforcing the need to decrease reliance on fossil fuels, it’s further disrupting the supply chain and it’s forcing many countries to open up to refugees. Meanwhile, the IPCC has now confirmed that we are unlikely to limit global warming to the 1.5 degrees Paris target and adaptation is now critical.

However, there are solutions, and investors can benefit from finding companies with strong competitive advantages in niches that address these challenges. Often they aren’t in the obvious places. More broadly, we think impact investing has a role to play in the new social contract. The finance industry needs to adapt, and impact investors are leading that change, as well as driving change at the companies in which they invest.

Pengana Capital Limited (ABN 30 103 800 568, AFSL 226566) is the issuer of units in the Pengana WHEB Sustainable Impact Fund (ARSN 121 915 526). A product disclosure statement for this fund is available and can be obtained from our distribution team. A person should consider the product disclosure statement carefully and consult with their financial adviser before deciding whether to acquire, or to continue to hold, or making any other decision in respect of, the units in the Fund. This report was prepared by Pengana and does not contain any investment recommendation or investment advice. This report has been prepared without taking account of any person’s objectives, financial situation or needs. Therefore, before acting on any information contained within this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs. Neither Pengana nor its related entities, directors or officers guarantees the performance of, or the repayment of capital or income invested in, the Fund.

Pengana Capital Group
Fund Manager
Pengana Capital Group

Pengana Capital Group (ASX: PCG) is an ASX listed diversified funds management group specialising in global and Australian managed funds, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors.

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