News & Insights

In this report, Nancy Fox, Chairman of PIC and Vince Pezzullo, Portfolio Manager discuss the benefits of active management in times of market volatility, Perpetual’s in-depth investment process focusing on value and quality and how the PIC portfolio is positioned in current market conditions.

With the increasing popularity of listed investment companies (LICs) in recent years, it is important to understand the key features of a LIC and how it compares to other product structures. Find out more about the benefits of a LIC and how the Perpetual Equity Investment Company (PIC) utilises this structure.

As part of the PIC 2020 AGM, Portfolio Manager Vince Pezzullo provided an update on markets and the portfolio. Vince was joined by Equities Analysts Dean Fremder and Clarke Wilkins covering a range of stocks in the portfolio.

Portfolio Manager, Vince Pezzullo is clear about the stocks he wants to invest in. In this Livewire article, Vince shares why he and his team like companies which provide structural advantages, are well positioned for future growth and are trading at reasonable valuations. Read more

The PIC portfolio remains balanced between what the Manager believes are reasonably priced structural growth stocks and undervalued cyclical recovery opportunities. Read more.

Value investing is an investment style which involves identifying stocks that the market appears to have undervalued and are trading at a discount relative to the company’s underlying or intrinsic value.

Investing comes with its own terminology and nuances and sometimes needs some explaining. We’re here to help increase your confidence in investing.

The Perpetual Equity Investment Company Limited (ASX:PIC; the Company) has announced its 2020 financial year (FY20) results,

Volatile markets often present outstanding opportunities. In this Livewire article, Portfolio Manager, Vince Pezzullo discusses how he used recent volatility to pick up two stocks with powerful tailwinds such as the rise of electric vehicles and urbanisation in China.

A global sports betting and gaming operator with continuous innovation across product, marketing and technology could provide a solid long term investment. Portfolio Manager Anthony Aboud explains.

In this short video interview with Livewire, Vince Pezzullo explains how he is thinking differently in order to gain exposure to technology and IT. He also explains why he has reduced his exposure to consumer staples and the banks in recent months.

Uncertainty creates opportunity for investors, but the best decisions rarely feel comfortable. Perpetual’s Deputy Head of Equities Vince Pezzullo sits down with Livewire’s James Marlay to discuss how the vicious sell off in March forced him to react quickly, take action and buy oversold equities.