News & Insights

Investing comes with its own terminology and nuances and sometimes needs some explaining. We’re here to help increase your confidence in investing. Reporting Season is the months feature term.

In this update, we provide insights on reporting season, credit markets and how we select global stocks. We also discuss our recent position in HT&E Limited. Read more.

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.

Concerns over the worsening COVID-19 outbreak in Victoria and fears of more lockdowns spooked the Australian equity. Market in early July before registering some positive gains as investor sentiment improved. Read more.

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.

In this Livewire article, Portfolio Manager, Vince Pezzullo, discusses how holding substantial cash prior to the crash, allowed him to deploy into companies trading at large discounts – even up to 40 or 50 percent.

Vince Pezzullo, Deputy Head Of Equities and Portfolio Manager for Perpetual Equity Investments (ASX:PIC) spoke with the Morgans network. Vince discussed his views on markets are how the current crisis is providing opportunities. (Listening time 13:56 mins)

Following elevated market volatility led by the uncertainty of COVID-19, Portfolio Manager Vince Pezzullo provides an update on markets, how the PIC portfolio has been managed in these conditions as well as the opportunities he’s seeing in Australia and globally. Watch now.

In this report, Nancy Fox, Chairman of PIC and Vince Pezzullo, Portfolio Manager share highlights of the Half Year 2020 financial results, recent change to Company’s investment strategy and insights on how the portfolio is being managed in current market conditions.