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Pengana Australian Equities Fund (0P0000NQM3)

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1.802 -0.010    -0.38%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 529.35M
Type:  Fund
Market:  Australia
Issuer:  Pengana Capital Group Limited
ISIN:  AU60PCL00057 
Asset Class:  Equity
Pengana Australian Equities Fund 1.802 -0.010 -0.38%

0P0000NQM3 Overview

 
On this page you'll find an in-depth profile of Pengana Australian Equities Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000NQM3 among other information.
Category

Equity Australia Large Blend

Total Assets

529.35M

Expenses

Inception Date

Jun 18, 2008

Investment Strategy

The Fund’s Investment Team attends many company management meetings each year as an integral part of the idea generation, company valuation and portfolio management processes. Access to external research is considered a valuable resource in supplementing idea generation, understanding industries and facilitating access to company management. Pengana maintains a database of valuation models on potential and existing investment opportunities.

Contact Information

Address 60 Martin Place
Sydney,NSW 2000
Australia
Phone +61 2 85249900
Fax +61 02 8524 9901

Top Executives

Name Title Since Until
Mark Christensen Portfolio Manager 2013 Now
Biography Mark is a Fund Manager for the Australian Equities Fund, having joined Pengana in 2013. Prior to that, he was an equity research analyst at Morgan Stanley from 2004, most recently as Head of Australian Consumer and Gaming research based in Sydney. From 2004 to 2011 Mark played a leading role in a top ranked European Consumer Staples team for Morgan Stanley in London. Prior to joining Morgan Stanley, Mark spent five years as a chartered accountant at Price Waterhouse Coopers in Australia, working across Audit, Transaction Services, and Corporate Valuations and Consulting. Mark is a Chartered Accountant (CA), and holds a Bachelor of Commerce and Bachelor of Business Management from the University of Queensland. He has also completed a Post Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia.
Anton du Preez Portfolio Manager 2009 Now
Biography Anton joined Pengana in February 2009. Prior to joining Pengana, he was with Rand Merchant Bank for five years. In this role he managed a proprietary value fund in Australia for two years, and before that a similar RMB fund in South Africa. Anton was also a co-principal of a market neutral hedge fund based in South Africa. Previously, he was a director and fund manager at PSG Asset Management, responsible for managing a global equity fund and a rated sell-side analyst with ABM Amro covering industrial and consumer sectors. Anton holds Bachelor and Honours degrees in Commerce and Accounting from the University of Stellenbosch and Pretoria in South Africa. He is also a Chartered Accountant (SA), a Chartered Financial Analyst and a Chartered Management Accountant (UK).
Rhett Kessler Portfolio Manager 2008 Now
Biography Rhett joined Pengana in October 2007. He was previously at IAG Asset Management (IAGAM) for 8 years. In addition to his role as Head of Research at IAGAM, he played an active role as a Joint Portfolio Manager for various wholesale funds totalling $3.3 billion. In 2005, he successfully launched and ran the IAGAM Absolute Return Fund. Prior to this he was a rated media analyst for UBS Australia for two years. Before emigrating from South Africa in 1996, Rhett successfully managed wholesale and retail equity portfolios as Deputy General Manager of Investment for Liberty Asset Management. Rhett holds bachelor degrees in Commerce and Accounting from the University of Witwatersrand, is a Chartered Accountant (SA) and a Chartered Financial Analyst.
Chris Tan - 2015 2022
Biography Chris Tan joined the Pengana Australian Equities team in September 2015 as an investment analyst . His prior career spans investment banking, trading and investing with senior roles at UBS and Deutsche Bank. Most recently he set up Manikay Partners’ Asia Pacific office where he originated, executed and managed Manikay’s investments in the region. His experience incorporates investment analysis, trading and risk management across a variety of asset classes but principally equities, equity-linked securities and derivatives. He was educated in Hong Kong and New Zealand and holds a BComm LLB from Auckland University.
Darryl Kaplan - 2011 2013
Biography Darryl has 10 years of experience in valuing and acquiring companies and business. Prior to joining Pengana Capital in August 2011, Darryl ran the Global Equities Opportunities Fund, a high net worth investor focussed fund, out of Sydney for 4 years. Before migrating to Australia from South Africa, Darryl was actively involved in corporate transactions in the Investment Banking division of Smith Borkum Hare (acquired by Merrill Lynch). In 1996, Darryl became the Manager of Corporate Finance for The Bidvest Group an acquisitive multinational industrial holding company. Darryl company experience also includes stints at Mallesons Stephen Jaques, a major law firm in Australia, Senbank (acquired by Absa) and Merrill Lynch, large investment banks in South Africa. He has a Bachelor of Business Science degree and an LLB degree from the University of Cape Town and has been admitted as an Advocate in South Africa and a Solicitor in New South Wales.
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