ASX Announcements
Update - Notification of buy-back - PCG
Daily Share Buy-Back Notice
Update - Notification of buy-back - PCG
Daily Share Buy-Back Notice
Update - Notification of buy-back - PCG
Daily Share Buy-Back Notice
Update - Notification of buy-back - PCG
Daily Share Buy-Back Notice
November 2024
Meet the ‘emotionless’ fundies that keep outperforming
Pengana portfolio managers Ed Prendergast and Steve Black don’t agree on everything, but after 20 years, the pair continue to outperform the markets.
October 2024
These stock pickers are beating the investment behemoths
Boutique funds have come out on top for returns in the third quarter, posting gains up to 40 per cent as rate relief and China stimulus sent stocks soaring.
Four things investors must know before leaping into private credit
Private credit is a newly accessible asset class for retail investors, but there are potential traps for the unwary as not all private credit is the same.
July 2024
Three little-known stocks driving this veteran’s mega returns
Pengana’s James McDonald discusses his blockbuster year and the ASX-listed stocks he is backing into the new financial year.
June 2024
Pengana, La Trobe bet on investors wanting access to US private credit
The two local financial institutions are separately partnering with Morgan Stanley and Mercer as traditional sources of debt become “completely irrelevant”.
October 2023
Pengana CEO urges business leaders to speak up for Jewish community
Russel Pillemer, who co-founded the homegrown investment management firm with Malcolm Turnbull, pleaded for ‘people in power’ to be vocal in their support of the Jewish community.
July 2023
Private credit’s gold rush isn’t without risk
Pengana’s new tie-up with Mercer aims to bring global private credit to Aussie investors. But the gold rush engulfing the sector requires a cautious approach.
June 2023
Successful and content: a stockbroker’s rich life
University dropout David Constable found success in finance when practical experience and good instincts were valued over advanced degrees.
March 2023
Pengana, Franklin Templeton wrong-footed by SVB bets
Some Australian funds placed bets on doomed Silicon Valley Bank, with one increasing its exposure in the months before the collapse.
February 2023
Characters line up for Pengana, E&P private equity funds battle
It’s bankers, lawyers and business characters battling it out for control over E&P Financial Group’s private equity funds.
Pengana Capital puts $1b roll-up plan to E&P’s private equity funds
The E&P rolling disaster looks set for another instalment - this time at its “Cordish Dixon” private equity funds management arm.
Pengana Capital aims to tap into private markets
Pengana Capital’s Russel Pillemer has hired former Canaccord executive manager Phil Schofield to establish a new division.
Alex Turnbull’s case is about the Sydney power elite
A lawsuit against one of the Turnbulls’ closest business partners demonstrates the price of privilege in Sydney’s eastern suburbs.
January 2023
Turnbull revives Pillemer feud
A firm part-owned by the son of the former prime minister is seeking to have a ruling against it thrown out.
November 2022
Three spots this $108b private equity group is hunting
US manager Fred Pollock tackles the big issues in the sector: big opportunities, movements in valuations, and those Ponzi schemes.
October 2022
The cash clues that suggest Dreamworld owner is wildly undervalued
Pengana’s James McDonald is tipping into Aussie names Telix and Opthea, potash producer K+S, and the valuation case for Ardent at 70¢.
September 2022
Alex Turnbull faces large legal bill after losing lawsuit
A Supreme Court judge rejected claims that a close friend of the Turnbulls, Russel Pillemer, misled the family over a 2017 corporate merger.
June 2022
Why this $22b growth investor is still bullish on tech
Bradley Amoils is not alone in having a tough year, but he’s staying focused on four big trends: demographics, debt, deglobalisation and disruption.
March 2022
‘If you can’t write the cheque quickly, someone else will’
Pengana boss Russel Pillemer says economic turmoil will throw up good opportunities for private equity investors, provided they can move quickly.
Pengana doubles down on private markets to raise extra cash
The fund manager will raise a further $75 million for its private equity portfolio to hunt new deals.