UK-based Atlantic House Group has brought its rules-based investment approach to Australia to assist investors who are looking for a more predictable return from their equities portfolio.
equity funds
The argument for 150/50 investment strategies is compelling
A 150/50 structure can be an efficient solution for extracting the best risk/return from an approach that tends to be long high-quality stocks and short low-quality stocks.
The high cost to investors in the drive for lower MERs
Reducing MERs with index funds is not the best solution to volatile investment markets.
Pengana was founded by Russel Pillemer and Malcolm Turnbull in 2003. Recognising the wide sense of investor frustration with the fixation of the funds management industry on short term index relative returns, Pengana was established with the goal of providing investors with strong long term absolute returns and reduced risk.