“Investors need to be disciplined. We’re looking at a cross-section of ideas…investors should consider rotating out of the past winners to what we feel will be the new winners over the next three to five years.”
Paul talks about recent market action, how the portfolio is positioned and why he's sold out of a long term stock holding.
This article reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.