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Thursday, August 13, 2020

Russel Pillemer of Pengana at our BBG Finance Forum on 25 August - Talking Private Equity and Small Caps

We were thrilled to have Australia’s leading fund manager - Russel Pillemer - talk equities at our virtual breakfast of 25 August - Russel shared his view of the market and gave us a view of "where to from here" - as it relates to investing in small caps.




Below are excerpts of Russel's presentation and some insites from the Think Tank 




Some highlights 

  • Stats on Private Equity returns vs Listed Equity returns - staggering 
  • High Risk - High Return - good managers look for low risk - high return! 
  • Look for 10-20% of capital allocated to PE - with family offices up to 30% 
  • What to look for in Private Equity and Small Caps
    • Good corporate governance and reporting
    • Great leader and teams - the people 
    • strong balance sheets
    • A solid defined market
    • Compelling Valuations - buying well 
  • Gapping - and trying to "catch the falling knife"
  • Find a great fund manager that takes an active part in growth of investees - strong leaders and teams - 


If you are a finance professional - join us at our finance forum - and let’s explore ways in which we can collaborate

Here’s the link to join us at our next forum https://www.bbg.business/bbg-events/events-australia  

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