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All Articles tagged with 'Pengana Capital'

You are in   Posts tagged 'Pengana Capital'

Look to diversify in to alpha says Pengana

From Pengana Capital

Investors should look to alpha-focused strategies because they do not depend on market direction and they are uncorrelated or lowly correlated to market indices, a leading fund manager advises. Pengana

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28 Nov 2013
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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
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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
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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
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