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- Abela, James
- Abernethy, Laird
- Aboud, Simon
- Adams, Tony
- Ahearne, Paul
- Ahuja, Vivek
- Alembakis, Rachel
- Alexander, James
- Aliaga-diaz, Roger
- Allen, Belinda
- Althaus, Esther
- Ambrosi, Jean-Luc
- Anagnos, Jeremy
- Anagnostakos, Anastasia
- Anderson, Anne
- Anderson, David
- Anderson, Kevin
- Andrews, Chris
- Angwin, Michael
- Annan, Dan
- Anthon, Philip
- Araujo, Felipe
- Arnold, David
- Arnold, Matthew
- Atchison, Ken
- Atkinson, Richard
- Auld, Sally
- Bailey, Gerard
- Bajic, Dushko
- Baker, Brett
- Baker, Nigel
- Baldini, Cassandra
- Balendran, Ganesh
- Baltazar, Michelle
- Barbour, Bill
- Barnett, Andrew
- Barr, Deborah (Deb)
- Barton, Stuart
- Batten, Richard
- Baur, Bob
- Baur, Robert
- Bazzan, Geoffrey (Geoff)
- Beesley, Darren
- Beeston, Geoff
- Bennett, Clifford
- Bennett, Julie
- Bennett, Patrick
- Berg, Scott
- Beswick, Nicola
- Bevan, Brent
- Bignill, Thomas
- Bignill, Thomas (Tom)
- Bignill, Tom
- Binsted, Aaron
- Bint, David
- Birtles, Reece
- Bishop, Nick
- Bishop, Simon
- Black, Jonathan (Jon)
- Blayney, Michael
- Bloxham, Paul
- Boce (Pearson), Daniel
- Boele, Nicolette
- Bolger, Piers
- Bollom, Geoffrey
- Bond, James
- Bornor, Dean
- Borysiewicz, Richard
- Bovingdon, Bill
- Bowen, Michael
- Boyes, Glenn
- Bradbury, Tim
- Bradley, Andrew
- Bratt, Nick
- Brewer, Murray
- Bridges, Roger
- Briganti, Riccardo
- Brinckley, Russell
- Brisbane, Michelle
- Brogden, John
- Brooker, Matthew
- Brooks, Charles
- Brown, Alex
- Brown, Jenny
- Bruce, Stephen
- Budden, Andy
- Bulling, Jim
- Burke, Gary
- Burns, Marcus
- Butler, Michael
- Cachia, John
- Campbell, Bruce
- Canavan, Kieran
- Canobi, Andrew
- Canter, Todd
- Carleton, Tim
- Carmichael, Ian
- Carter, Brook
- Casarotti, Frank
- Casarotto, Renzo
- Cassar, Amanda
- Cassidy, Mathew
- Causer, Mark
- Cay, Anthony
- Chapman, Grant
- Cherry, Kit
- Chesler, Russel
- Choudhury, Rafiq (Raf)
- Christensen, Matt
- Christopher, Louis
- Chua, Bernard
- Chun, Peter
- Cilento, Melinda
- Cilmi, Damian
- Cimino, Cam
- Clark, David
- Clarke, Michael
- Clayton, Chris
- Cobb, Tim
- Collins, Brian
- Collins, Tom
- Condon, Chris
- Coombs, Jamie
- Cooper, Jeremy
- Costas, Kon
- Cottier, Damian
- Cousins, Anthony (Tony)
- Coyne, David
- Crabbe, Adam
- Crawford, Robert
- Cregan, Nicholas
- Crennan, Angus
- Cronin, Leigh
- Crowe, Cassandra
- Crowe, Scott
- Cunneen, Bob
- Cvetanovski, Jordan
- D'Arcy, Oran
- d'Hautefort, Helie
- Dalla-Fontana, Teresa
- Dammerer, Steve
- Dam, Quyen
- Dargan, Barry
- Darroch, Susan
- da Silva Rosa, Raymond
- Davidson, William
- Davies, Kieran
- Davis, Ben
- Davitt, Christopher
- Dawes, Adam
- Dean, Jeremy
- Delahunty, Mary
- Delaney, Mark
- Dell, Matthew
- De Melo, Bianca
- Denham, Alex
- de Pourbaix, Lukasz
- Deva, George
- Dexter, Stephen
- Diamantopoulos, Damian
- Di Girolamo, Ugo
- Dixon, Richard
- Dorrian, Peter
- Douglas, Christopher
- Douglas, Nigel
- Doyle, Anthony
- Doyle, Suzanne
- Duffy, Alex
- Duncalf, Ben
- Dunkerley, Richard
- Dunn, Brad
- Dunnin, Alex
- Dunn, Melanie
- Dwyer, Michael
- Dyall, John
- Dymond, Peter
- Edmunds, Joshua
- Egan, Shaune
- Elgood, Henry
- Eliseo, Jordan
- Elmslie, Richard
- Elsworth, Michael
- Engel, Olivia
- Eruera, Tui
- Eslake, Saul
- Esler, Matthew
- Etkind, Stephen
- Evans, Bill
- Evans, Nick
- Evans, Peter
- Fadel, Nicholas
- Falls, Colin
- Faust, Michael
- Fechner, Stuart
- Fenton, Wayne
- Fernandes, Joe
- Fiennes, Nat
- Fisher, Ryan
- Fitzgerald, Peter
- Fleetwood, Anthony
- Fraser, Andrew
- Freeman, Chris
- Gardner, Peter
- Gartside, Nicholas
- George, Jordan
- Gibbs, Richard
- Giles, Chantal
- Gilhome, Evan
- Gillett, Wes
- Giuliano, Domenico
- Glass, Steven
- Gleeson, Brendon
- Glomb, Kerstin
- Godfrey, Stephen
- Gomez-Bravo, Pilar
- Gomez, Fiona
- Grace, Richard
- Grassi, Piera Elisa
- Green, Damien
- Green, Stephen
- Greenup, Andrew
- Gresser, Bernard
- Grey, Natalie
- Griffin, Andrew
- Griffin, Nick
- Griffith, David
- Gross, Cathryn
- Grotzinger, Adam
- Grow, Jeff
- Hackett, Grant
- Hain, Vaughan
- Hair, Andrew
- Hall, Andrew
- Hall, Darren
- Hall, Erica
- Halloran, Martin
- Halmarick, Stephen
- Hamieh, Charles
- Hamson, Don
- Hannon, Blair
- Harcourt, Tim
- Harding-Davis, Paul
- Harding, Ian
- Harper, Peter
- Harrison, David
- Hartnett, Bill
- Haslem, Scott
- Hawkins, Samantha
- Hayes, Stephen
- Heather, David
- Heine, Matt
- Heine, Matthew (Matt)
- Heine, Michael
- Helmes, Uwe
- Henderson, David
- Henderson, Samuel
- Herbert, Jennifer
- Heriz, Virginia
- Higgins, Dugald
- Hillier, Ben
- Hilsdon, Keith
- Himbury, Brett
- Hiscock, Stephen
- Hobart, Craig
- Hofflin, Philipp
- Hogan, Warren
- Holder, Glen
- Holmes, Dale
- Holt, James (Jimmy)
- Hopkins, Matthew
- Hopperton, Lee
- Howe, Grant
- Howell, Tim
- Howie, Jonathan (Jon)
- Hoyle, Jonathan (Jon)
- Huang, Victor
- Humphries, Kate
- Hurst, Shane
- Hutley, Nicki
- Inifer, Chris
- Jacobsen, Nathan
- Jacques, Rebecca
- Jakeman, Gareth
- James, Craig
- Jamieson, Charles (Charlie)
- Jarvis, James
- Jeffery, Andrew
- Jenneke, Randal
- Johnson, Terry
- Johnston, Tim
- Jones, Keith
- Jordan, Philippe
- Joye, Christopher
- Kaderavek, Joe
- Kamerakkas, Eylem
- Keary, Craig
- Keary, Richard
- Kenny, Alan
- Kent-Jones, Simon
- Kent, Deborah
- Kerr, Gerard
- Kibble, Adam
- Kim, Jason
- Kingston, James
- Kirby, Analisa
- Kirk, Adam
- Kittson, Jean
- Konyn, Mark
- Koodrin, Alex
- Kotecha, Monik
- Krig, Michelle
- Kuhner, Patrick
- Lanchester, Charlie
- Langford, David
- Langley, Nick
- Lasky, Wayne
- Laszok, Tristan
- Laurence, Garry
- Lawler, Anthony
- Lawson, Jeremy
- Leckie, Brigette
- Lees, Eddie
- Leggett, Peter
- Leman, Zac
- Lenton, Raymond
- Lese, Shawn
- Lewis, Colin
- Liddy, Patrick
- Lim, Nathan
New Linder, Karl- Lioutas, Christopher (Chris)
- Liow, Ken
- Lippiatt, Matt
- Livanas, John
- Lodha, Amit
- Lopez, Michelle
- Lord, Richard
- Love, Camilla
- Lovett, Michael
- Lowe, Andrew
- Lowery, David
- Low, William
- MacDougall, Richard
- MacKay, Sebastian
- Macpherson, Skye
- Macri, David
- Maddock, Rodney
- Magyer, Joe
- Manion, Sally
- Mantella, James
- Maple-Brown, Dougal
- Maroutsos, Nick
- Marsh, Brett
- Martinis, Oscar
- Maslen, Roy
- Mather, Christopher
- Mather, Christopher (Chris)
- Mathie, Andrew
- Mawhinney, Simon
- Mayell, Olivia
- Mcardle, Olivia
- McConville, Niall
- McCormack, Cameron
- Mccormack, Sean
- McCrudden, Paddy
- McDonald, James
- McDonald, Tony
- McGregor, Robert (Rob)
- McIlroy, John
- McIntyre, Jack
- McKay, Julie
- McKinnon, Matthew
- Mclean, Michael
- McLear, Iain
- McLennan, Mark
- McLeod (Johnson), Karen
- McMullen, Stuart
- McPhee, Peter
- Mcrae, Adrian
- McVeigh, Peter
- Mead, Robert
- Meany, Peter
- Mennie, Brett
- Mermelas, Peter
- Miller, Greg
- Mills, Jenneke
- Milroy, Richard
- Minbatiwala, Rudi
- Minchin, Mark
- Minney, Aaron
- Mirams, James
- Mitchell, Harold Charles
- Mitchell, Mark
- Mitchell, Nick
- Montana, Adam
- Moodie, Jason
- Moore, Matthew
- Moore, Nadine
- Moore, Paul
- Moran, Elizabeth
- Morgan, Jonathan
- Morris, Martin
- Morrison, Julian
- Morton, Nick
- Mouchacca, Andrew
- Moysan, Raphaelle
- Mu, Francyne
- Murfin, Owen
- Murray, Michael (Mike)
- Muston, Adam
- Myatt (Sherlock), Rebecca
- Nalty, Patrick
- Naoumidis, Arthur
- Negline, Tony
- Neilson, Kerr
- Nejasmic, Tony
- Nelson, Paul
- Newland, Paul
- Newman, Greg
- Newman, Gregory (Greg)
- Ng, Sunny
- Nicolakopoulos, Katerina
- Nicola, Mary
- Nicoll, John
- Noble, Patrick
- North, Martin
- Nunley, Robert
- O'Connor, Simon
- O'Dea, Michael
- O'Halloran, Louise
- O'Neill, Emilie
- O'Neill, Vincent
- O'Shannassy, Maurice
- O'Shaughnessy, John
- Oliver, Mark
- Oliver, Shane
- Ong, Su-Lin
- Otto, Damien
- Owen, John
- Ozyon, Hakan
- Pace, David
- Padowitz, Chad
- Palghat, Kumar
- Pandit, Gian
- Paramor, Greg
- Parker, Brian
- Parker, Philip
- Parkin, Nathan
- Paton, Chris
- Paul, Nick
- Peacock, Gavin
- Peer, Dani
- Pensabene, Tony
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- Perri, John
- Persky, Joshua
- Petering, Katie
- Peter, Matthew
- Pezzullo, Vince
- Pham, Tuan
- Phillips, Sally
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- Powell, Christopher (Chris)
- Power, Kelly
- Power, Neil
- Prabhu, Vivek
- Pritchard, Rebecca
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- Reynolds, Matthew (Matt)
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- Robertson, Warryn
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- Ryan, Christian
- Ryan, Philip
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- Sartori, Peter
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- Sciarrone, Pina
- Scott, Jeffrey
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- Smith, Mark
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- Smith, Tony
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- Somaia, Kej
- Sorensen, Eric
- South, Lewis
- Spence, Darrell
- Spencer, Toni
- Spraggett, William
- Squire, Peter
- Srivastava, Raman
- Stacker, Richard
- Stafford, Bruce
- Stambulich, Aaron
- Stammer, Don
- Stanley, Andrew
- Stealey, Iain
- Stodart, Charles
- Stone, Robert
- Stranges, Vincent
- Sutherland, James
- Talacko, Peter
- Taliaferro, Ryan
- Taylor, Frances
- Taylor, James
- Taylor, John
- Taylor, Sean
- Teh, Jason
- Teng, Eu-Jene
- Teong, Simon
- Thawley, Michael
- Theodore, Sam
- Thomas, Mark
- Thomas, Robert
- Thompson, Rob
- Thorburn, Guy
- Tian, Elizabeth
- Tinker, Mark
- Todd, Anthony
- Togher, Tony
- Tomkins, Dylan
- Toth, Julie
- Townsend, Michael (Tim)
- Tsovolos, Chris
- Tully, Scott
- Vamos, Pauline
- Vardy, Craig
- Varlamos, Andrew
- Viskovic, Sue
- Visser, Danielle
- Vorhauser-Smith, Sylvia
- Vynokur, Alex
- Walesby, Kris
- Walker, Brett
- Walker, George
- Walker, Kyoung
- Walker, Roger
- Walsh, Brendan
- Waterworth, James
- Watson, Michael
- Weale, Adam
- Weaver, Andrew
- Wedd, Timothy
- Weier, Leilani
- Wells, Sally
- Wenzel, Mark
- Wheatley, Jenny
- Whitehead, Nick
- Whitten, Malcolm
- Williams, Matthew (Matt)
- Wills, Mark
- Wilmshurst, Peter
- Wilson, Maria
- Wirds, Frank
- Wise, Chelsea
- Wist, Mark
- Wivell Plater, Claire
- Wolf, Frank
- Woodbury, Errol
- Wood, Danielle
- Woods, Ian
- Woods, John
- Wood, Stephen
- Wortley (Mulhall), Caitriona
- Wright, David
- Wrigley, James
- Wu, Simon
- Yacoub, Joy
- Yates, Christopher (Chris)
- Younes, Maroun
- Younger, Neil
- Youngman, Ross
- Zaika, Alex
- Zarzycki, Jessica
- Zimmermann, Kristian
- Zschech, Matthew
- Zulli, Tony
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| | | Investing in global equities through turbulent times Tuesday, 20 August 2019Jordan Cvetanovski Portfolio Manager Pengana Capital Limited | |
Presented by Jordan Cvetanovski portfolio manager at Pengana Capital.
Explore the global macroeconomic environment of today. Through the lens of their own portfolio, Jordan runs through how the company screens stocks through Pengana's logical - 'common sense' approach, key performers in their portfolio as well as an array of regional economic considerations and how their strategy adapts as per the influence of these considerations.
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Important Information |
Pengana Capital Limited (ABN 30 103 800 568, AFSL 226566) ("PCL") is the issuer of units in the Pengana International Fund (ARSN 610 351 641 ). A product disclosure statement for each of these funds ('Funds') is available and can be obtained from our distribution team. A person should consider the product disclosure statement carefully and consult with their financial adviser before deciding whether to acquire, or to continue to hold, or making any other decision in respect of, the units in the Fund.
The performance calculations for the Fund in this report have been calculated net of fees and expenses, on a pre-tax basis and assume that all distributions are reinvested.
The value of investments can go up and down. Past performance is not a reliable indicator of future performance.
While care has been taken in the preparation of this report, none of PCL nor any of its related bodies corporate make any representation or warranty as to the accuracy, currency or completeness of any statement, data or value. To the maximum extent permitted by law, PCL and its related bodies corporate expressly disclaim any liability which may arise out of the provision to, or use by, any person of this report.
Relating to data in this report sourced from MSCI: Neither MSCI nor any other party involved in or relating to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.
The Lonsec Rating (assigned March 2019) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to "General Advice" (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Pengana Capital product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec's Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings.
SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. Information contained in this document attributable to SQM Research must not be used to make an investment decision. The SQM Research rating is valid at the time the report was issued (2 April, 2019), however it may change at any time. While the information contained in the rating is believed to be reliable, its completeness and accuracy is not guaranteed. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person's particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (assigned November 2018) referred to in this document is limited to "General Advice" (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessment's and at http://www.zenithpartners.com.au/RegulatoryGuidelines.
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Download the full presentation here |
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