Pengana WHEB Sustainable Impact Fund

Pengana Capital Group (‘Pengana’) is a diversified funds management group, with distinct and differentiated investment strategies that aim to deliver superior long-term risk-adjusted returns to investors.

We were founded on the premise that alignment between a fund manager and its investors is crucial. Our business and our funds are structured and managed within this framework.

Awareness and management of issues that impact the well-being of people and the environment is central to our funds’ objectives and Pengana’s responsibilities to its shareholders.

We hunt for the world’s leading investment teams in order to bring our investors unique, differentiated, and smart investment products.

Our unique business model also delivers centralised support from our corporate team, so our fund managers can focus on what they do best – managing portfolios.

Pengana’s premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas.

With independent investment teams in Chicago, Connecticut, New Jersey, the United Kingdom, Israel, Melbourne, and Sydney, our range of independently managed investment strategies provides a well-blended and uncorrelated level of diversification.

Each strategy is run by a separate investment team with unique skills relevant to their investment class. Our focus and track record is to provide investors with long-term returns, adjusted for risk minimisation.

For investors seeking an investment that suits their ethical viewpoint as well as their financial goals, Pengana also offers a range of products that allow investors to align their portfolios with their principles without compromising their investment returns.

Seb is the Head of Research and leads the integration of sustainability analysis within the investment process of the Pengana WHEB Sustainable Impact Fund, as well as overseeing engagement activities.

Previously, Seb was Head of SRI Research at Henderson Global Investors where he led the identification and analysis of sustainability themes and company-level corporate responsibility analysis. Prior to Henderson, Seb was the Vice President of Research and Advocacy at Sustainability. He has published several reports on sustainable business and has been a member of numerous corporate advisory boards and awards panels.

Seb has two degrees in environmental science and technology, from the University of East Anglia and Imperial College in the UK and is a Chartered Environmentalist.

Ted is the Fund Manager for the Pengana WHEB Sustainable Impact Fund and helped to found WHEB Asset Management in 2009.

Before joining WHEB, Ted was a sector specialist in the renewable energy and utility sectors at Dresdner Kleinwort and KPMG. Over seven years Ted advised on projects involving over €15bn of investment. Amongst numerous renewables transactions and engagements, Ted advised both of the two largest European renewable energy generators on their European expansion strategy and on one of the most successful ever disposals of a UK water utility.

Ted is a Chartered Financial Analyst and a Chartered Accountant and won the Helen Somerville Prize during qualification. Ted has a degree in Philosophy and Economics from Bristol University and a Postgraduate Diploma in Law from Bristol Legal Institute.

Victoria works with the investment team to generate investment ideas, and research opportunities, and make stock recommendations based on in-depth analysis of companies and markets.

Prior to joining WHEB, Victoria worked at Aberdeen Standard Investments (ASI) as an Investment Director. As part of that role, Victoria led their ESG integration and supported ASI’s impact work. Victoria is a CFA Charterholder and has a Master’s degree in Public Administration from the London School of Economics, and a degree in Law from the University of Edinburgh.

Ty is the Associate Fund Manager for the Pengana WHEB Sustainable Impact Fund and works closely with the rest of the team to generate investment ideas, research opportunities and make stock recommendations based on in-depth analysis of companies and markets.

Prior to joining WHEB, Ty completed an MSc in Finance from London Business School. Before that, he worked as a Senior Associate at UOB Asia in Hong Kong, and prior to that, he worked at Morgan Stanley and Accenture.

Ty is a CFA charter holder and has double degrees in Business Administration (Information Systems) and Software Engineering from the University of Hong Kong.

Ben joined the WHEB Asset Management team in November 2015 and is a Senior Analyst for the Pengana WHEB Sustainable Impact Fund.

Prior to joining WHEB, Ben worked at both Macquarie Equity Research and Citigroup Equity Research in Senior Analyst roles covering German Small-Midcap stocks and as a Renewable Energy specialist. Ben is a CFA charter holder and has a Ph.D. in Physics from Imperial College, London.

Claire joined the WHEB Asset Management team in January 2021. She works closely with the rest of the investment team to carry out in-depth analyses of companies in the portfolio and identify new stock ideas.

Prior to joining WHEB, Claire worked at Barings as an Investment Specialist and ESG Champion covering Developed Equities, with a particular focus on Small Cap Equities. Claire is a CFA charter holder and has passed the CFA Certificate in ESG Investing. Claire also holds a BA in English (First Class) from the University of Birmingham, and a Graduate Diploma in Law from BPP University.

• By clicking the enquire button on the card view

Or 

• By selecting “Receive Info” when viewing the listing

We will respond using your preferred communication method (i.e., email or phone).