In this Australian Investors Podcast episode, your host Owen Rask speaks with Adam Myers of Pengana Capital Group and discusses:
- Pengana Capital’s evolution and focus on private markets
- The rise of private credit & why it matters to investors
- How Pengana is transforming PIA into a hybrid equity-credit income vehicle
- Listed investment trust structures, liquidity, and Pengana’s NAV redemption innovation
Topics Covered
- Adam’s background from derivatives trader to private market advocate
- What is private credit and how it differs from traditional listed debt
- The PIA transformation: blending private credit with international equities
- How Pengana’s NAV redemption structure anchors liquidity for investors
- Target yield uplift, risk management & Pengana’s unique portfolio construction
