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About Ed
Bio
Ed is the co-manager of the Pengana Emerging Companies Fund, and established the Fund in 2004 with Steve Black. Prior to joining Pengana, Ed was a Director of Citigroup, and Head of the Small Companies research team.
Expertise
Company
Pengana Capital Group
Position
Senior Fund Manager
Joined
January 2004 (21+ years)
Previously
Citigroup
Director
January 2001 to January 2004
Experience
31 years+ experience
Accreditation/Awards
Bachelor of Economics - La Trobe University; Graduate Diploma in Applied Finance (SIA)
Location
Sydney, Australia
Investment Philosophy
- The Fund’s investment strategy is based on an underlying belief that smaller companies’ share prices are often incorrectly priced.
- The investment process focuses on a very active company visitation program to assess management quality and over time the investment team will visit most of the 800 companies in its universe.
- In addition to meeting with management, the team’s qualitative-based approach also focuses on product/service quality, competitive advantage, growth prospects and financial position.