Latest insights

An investment life cycle - European hotels

Portfolio Manager John Whelan gives a brief snapshot on how our research led to European hotel stocks being identified as a t

market chart

Equity markets have been capitulating

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows.

The Santa slump - New opportunities to put capital to work

The December 2018 Quarterly Report and video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

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