Pengana Capital Group

Virtual learning became essential during the pandemic, but its roots go back to 1728 when a Boston professor offered shorthand lessons via newspaper. Though this early attempt didn't catch on, it inspired future generations. In this article, Chloe T. - Investment Analyst for the Pengana WHEB Sustainable Impact Fund reviews the environmental and social impacts of distance learning. Highlighting its resource efficiency, Chloe notes that online education consumes less water, electricity, and paper compared to traditional schools, resulting in a lower carbon footprint. Additionally, she discusses how online learning makes higher education more accessible, helping to bridge the global skills gap. Read the full article to discover how online learning is transforming education and contributing to a more sustainable future. https://hubs.li/Q02Gw75G0 #impactinvesting #netzero #sustainability #impactfund

If lower US inflation points to early interest rate cuts, why are equity markets moving in different directions? #globalequities #markets #inflation #interestrates #equity #GDP #wages #US #bonds #bondyields

Pengana High Conviction Equities Fund Portfolio Manager James McDonald was recently featured on ‘The Rate of Change’ Podcast with Murdoch Gatti. In this episode, James examines the titanium market and manufacturing process, emphasising IperionX’s groundbreaking technology. The discussion also covers the positive implications for the US supply chain, environmental benefits, and the diverse applications of titanium in consumer electronics, military, and aerospace industries. The Pengana High Conviction Equities Fund has delivered 24.7% p.a. (Class A) since its inception in December 2014*, and is dedicated to providing long-term capital to disruptive technologies that aim to improve the world. Access the full podcast episode here: https://hubs.li/Q02FZ7S10 #podcast #equities #highconviction #titanium #healthcare #investing #portfolio #performance #returns #investing #therateofchange *As at 28 June 2024. Net performance figures are shown are those of Class A Units, after all fees and expenses, and assume reinvestment of distributions. No allowance has been made for buy/sell spreads. Please refer to the PDS for information regarding risks. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. Inception 11 December 2014.

The Pengana WHEB Sustainable Impact Fund invests in industries of the future, solving sustainability challenges for the world. WHEB's 2023 Impact Report underscores their clear intention to invest in companies that provide solutions to critical sustainability challenges, connecting our investors with a brighter, healthier future – for people and the planet. Join us next Tuesday at 4:00 PM for the Pengana WHEB Sustainable Impact Funds' latest Impact Report Webinar. During the webinar, Seb Beloe, Partner and Head of Research, and Associate Fund Manager Ty Lee, will dive into the key findings from WHEB’s 2023 Impact Report and provide an update on the WHEB sustainable strategy. The webinar will be followed by an audience Q&A. FPA-accredited CPD Points will be available to Australian financial advisers. https://hubs.ly/Q02FM3-q0 #webinar #sustainability #portfolio #investing #cpd #cpdpoints #stocks #impactinvesting #esg #climatechange

"While AI holds great promise for creating solutions that yield genuine environmental benefits, it is currently exacerbating existing sustainability challenges." In our latest thought piece from the investment team behind the Pengana WHEB Sustainable Impact Fund, Investment Analyst Katie Woodhouse explores the growing significance of #AI. Katie highlights that the potential positive impact of AI can only be realised if these solutions are implemented with significantly reduced greenhouse gas (GHG) and water footprints. Discover how WHEB’s investment strategy actively seeks out businesses that are committed to making this vision a reality. https://hubs.li/Q02FpxqF0 #netzero #sustainability #impactinvesting #carbonfootprint #sustainability #AI

Global equities continued to edge up in June upon signs that slowing inflation across the major developed economies will bring lower interest rates this year. This increases the chances of a soft landing which would support corporate earnings growth and share prices. https://hubs.ly/Q02DZMck0 #marketreview #equities #inflation #growthstocks #smallcaps #interestrates

With a remarkable 17% increase in May and a 71% uplift over the past year*, James McDonald, the Portfolio Manager for the Pengana High Conviction Equities Fund, shares his optimism for future opportunities in undervalued companies with strong growth potential. In our latest interview, Executive Director Adam Myers talks strategy and success with James, where they discuss the Fund’s stellar performance, with key investments in Telix Pharmaceuticals Limited and Clarity Pharmaceuticals in healthcare, and IperionX and Brazilian Rare Earths Limited in materials. Discover more about the Pengana High Conviction Equities Fund by visiting the fund page: https://hubs.li/Q02DFSlY0 #highconviction #equities #healthcare #materials #portfolio *As at 31 May 2024. Net performance figures are shown are those of Class A Units, after all fees and expenses and assume reinvestment of distributions. No allowance has been made for buy/sell spreads. Please refer to the PDS for information regarding risks. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. Inception 11 December 2014.

Sovereign and corporate debt levels continue to reach new record highs. This is the fourth and final instalment of our "4D's" series which analyses the structural growth trends transforming economies. We explore what this means for global equity markets and which stocks might thrive in this evolving high-debt environment. https://hubs.li/Q02D6-Nx0 #debt #globalequities #GDP #debtlevels #globalequity

It takes a village... to truly innovate! We are excited to announce that on Friday, PCX officially listed as the most diversified global private credit portfolio on the ASX. The addition of PCX to the ASX is a great outcome for Australian retail investors, paired with the option to either transact on market at the prevailing unit price, or at NAV via an innovative quarterly off-market buy-back mechanism. PCX provides unparalleled access to the global private credit sector and features a pioneering NAV-stabilisation mechanism. PCX underscores Pengana's dedication to delivering best-in-class, and unique, investment opportunities to our investors. Listing a new fund is no small feat. It "takes a village" to deliver true innovation, and the successful launch of PCX is a testament to the hard work and collaboration of our exceptional team, who have all played a crucial role in bringing PCX to life. This achievement reflects our collective commitment to excellence and innovation in the investment world. Adam Rapeport Katrina Glendinning GAICD, CA, CEW Member Paula Ferrao Adam Myers Nick Griffiths Rana Yousif Brett Guerin Keith McLachlan Gloria Win Dean Weinbren Crystal Ho Joel Sam Mathew William Dougall Daniel Fine Rebecca Jacques Faye Blakeney Nehemiah Richardson Russel Pillemer Luke Deland Chris Boyd Bruno Santos Karyn Jones Kasey Zinghini Lana Ward Melissa Rehlaender, CFA, CAIA Avi Koth Ellis Varejes Brendan O'Dea Jeremy Dunkel Luke Fitzgerald Jane Devaney Marcus De Kock, CFA John Gross John Allmey Sally Mygind Eddie Ahn Daniel Moses Mercer DLA Piper Computershare #privatecredit #globalprivatecredit #diversification #PCX #ASX

Fund Spotlight The Pengana High Conviction Equities Fund delivered a remarkable 17% increase to investors for the month of May, and has surged 71% over the past twelve months*. The fund's exceptional performance in the first quarter of 2024 stands out against the recent challenges faced by global and Australian-listed small-cap stocks. This success is attributed to strategic investments in Australian-listed healthcare and biotech companies, as well as commodity-exposed firms, effectively leveraging geopolitical tensions. Congratulations to Clarity Pharmaceuticals, IperionX, Magnite, and Brazilian Rare Earths Limited for their outstanding recent performances. The Pengana High Conviction Equities Fund is dedicated to providing long-term capital to disruptive technologies that aim to improve the world. Explore the Fund page and discover other top holdings here: https://hubs.li/Q02CzRlf0 #healthcarestocks #biotechcompanies #Pharmaceuticals #fundperformance #returns #afr #managedfunds #investing *As at 31 May 2024. Net performance figures are shown are those of Class A Units, after all fees and expenses and assume reinvestment of distributions. No allowance has been made for buy/sell spreads. Please refer to the PDS for information regarding risks. Past performance is not a reliable indicator of future performance, the value of investments can go up and down. Inception 11 December 2014.