Jul 9, 2026 – 2.34pmAnton Du Preez is a deputy chief investment officer and fund manager overseeing Australian equities at Pengana Capital Group. The Sydney-based firm has $3.6 billion in assets under management.The fund is up 4 per cent in the last month but has lagged the index on longer horizons. What has been driving performance recently, and do you expect those winners have further to run?Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles