@peejay2. Thanks for posting the link to the Pengana Global High Conviction Stocks video. Very interesting. Great performance. Just goes to show what you can do with a concentrated portfolio and some good stock picking. My only concern would be banking on that continued out-performance. But that's why you pay an expert instead of DIY. My BT Panorama Super fund does not have this fund as an option unfortunately. I will keep an eye on this fund though.
