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Everything from Pengana Capital

Mining to benefit from weak $A, says manager

From Pengana Capital

The weaker $A will benefit tourism, education, agricultural and even the mining industry, a leading fund manager says. Pengana Capital’s Australian equities fund manager Rhett Kessler says ‘a lower $A

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12 Aug 2013

Speed of $A fall surprises, says manager

From Pengana Capital

The fall in the $A is not surprising over the previous six months however the speed of the correction was somewhat surprising, a leading fund manager says. Pengana Capital emerging

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26 Jun 2013

Balance of power is secret to investor success

From Pengana Capital

Investors must focus on companies with resilient business models that have the balance of power over their suppliers and customers, says Pengana Australian Equities Fund manager, Rhett Kessler. Pragmatic investors

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23 May 2013

Pengana: Time to ring the bell on banks vs. miners

From Pengana Capital

Potential risk to returns by having an underweight position in resources, overweight financials, especially from such extreme levels says Pengana’s Ric Ronge. The first signs of a correction between banks

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09 May 2013

Pengana – retreat to index funds and low-cost options are robbing portfolios

From Pengana Capital

Reducing MERs with index funds is not the best solution to volatile investment markets. The purpose of index funds and ETF’s are being misused by placing too many of the

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28 Jun 2012

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