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Looking beyond the
obvious to find potential
.
INVEST DIFFERENTLY
Latest insights
Research trip: Macau and Hong Kong
Earnings recovery in Macau well underway, although pace of recovery varies amongst operators creating opportunities for investors
3 weeks ago
Mitigating sequencing risk through active investing
Volatilty in global equity markets and persistent high inflation reinforce a growing problem for those nearing retirement - sequencing risk.
2 months ago
Enhanced Yield Fund: June 2024 quarterly update
Video update on the performance, investment activity and market outlook for the Enhanced Yield Fund
1 week ago
Global equities portfolio: June 2024 quarterly update
Video update on the PM Capital global equities portfolio performance, investment activity and market outlook
1 week ago
Our funds
Global Companies Fund
Providing our highest conviction global opportunities in a concentrated, unconstrained, benchmark-unaware portfolio
Australian Companies Fund
Applying global insights to profit from anomalies in the Australian market
Enhanced Yield Fund
A benchmark-unaware portfolio of global income securities providing income and capital stability
Global Opportunities Fund (ASX: PGF)
Profiting from market anomalies anywhere in the world