In Part 2 of the Executive Series, Co-Portfolio Manager, Kevin Bertoli speaks with CommSec's Tom Piotrowski about the current opportunities in Europe and what positions we hold in the PM Capital Global Opportunities Fund.

In this interview they discuss:

  • How poor market sentiment towards the European economy could present opportunities for investors
  • Positive catalysts that PM Capital saw as an opportunity to invest in European Banks
  • What initially attracted us to industrials stock, Siemens
  • Why we have once again invested in Heineken and how the business has changed since we last held a position in the stock

 

 

 

This communication is issued by PM Capital Limited (ABN 69 083 644 731 AFSL No. 230222) as the investment manager for the PM Capital Global Opportunities Fund Limited (ACN 166 064 875, ‘PGF’) and as the responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the ‘Fund’.
 It contains information only and does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any securities of PGF or of the Fund. The information herein seeks to provide an insight into how and why we make our investment decisions, and is subject to change without notice. The communication does not constitute product or investment advice. Nor does it take into account any investors’ investment objectives, taxation situation, financial situation or needs. All investors should seek their own financial advice, and must not act on the basis of any matter contained in this communication in making an investment decision but must make their own assessment of PGF and/or the Fund and conduct their own investigation and analysis prior to making a decision to invest. Investors should consider ASX announcements and/or a copy of the current Product Disclosure Statement and the Target Market Determinations which are available from us.
Past performance is not a reliable indicator of future performance and no guarantee of future returns, unit/ ASX prices, or liquidity is implied or given. All values are expressed in Australian currency unless otherwise stated. The communication is not intended for any person outside, or non-resident, of Australia or New Zealand.