Video: The road to improvement

Pengana Capital Group

Pengana Capital Group

In session 2 of our Conscious Capitalism series, Pengana Axiom International Ethical Fund portfolio manager Bradley Amoils observes that improvements in the ESG alignment of a company can positively influence its relative share price performance. This is directly aligned with Axiom’s fundamental approach to investing, which aims to own a portfolio of companies that are undergoing positive change that is not yet appreciated by markets.

The team then looks to advance these positive changes by engaging with company management teams on ESG issues and opportunities, as well as using proprietary software to track and closely monitor ESG-related information flows.

Pengana Capital Limited (ABN 30 103 800 568, AFSL 226566) (“Pengana”) is the issuer of units in the Pengana Axiom International Ethical Fund (ARSN 093 079 906) (the “Fund”). A product disclosure statement for the Fund is available and can be obtained from our distribution team or website. A person should obtain a copy of the product disclosure statement and should consider the product disclosure statement carefully 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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