The September 2018 Quarterly Report and video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.
In this in-depth video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, discusses:
- ‘Late cycle’ market conditions and why we may not be there just yet
- The impact of a ‘mini-TMT’ rush
- Where the long term opportunities lie in a volatile period
“... the opportunities are ... in those value and cyclical types of companies that can see earnings growth.”
Download the PM Capital Strategies Quarterly Reports