PIA 1.34% $1.14 pengana international equities limited

Investor presentations, page-3

  1. 238 Posts.
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    "What would we be saying today if PH's punt on the Trump effect had been correct?"
    We do not pay these guys to "punt". Unfortunately the HHV "punt" you mention is just one in a series of inept decisions.
    The mishandling of their overweight Sirtex holding and capital raising dilution sell out of shareholders are other recent examples of their doubtful behaviour.

    "Perhaps they feel he is the right man to boost the returns from HHV, but it looks to me like just as big a keyman risk as Peter Hall was"
    ? I don't see any keyman risk with Geoff Wilson who has built a very capable team.
 
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