Business Development Associate, Kristen Paragalli, is joined by Co-Portfolio Managers, John Whelan and Kevin Bertoli in our latest podcast.

In this podcast, Kristen asks John and Kevin about their recent three week research trip to Europe and the insights and opportunities that they discovered. Their discussion includes:

  • Key takeaways from the Morgan Stanley financials conference in relation to the banking sector
  • Highlights from the Bank of America Global Industrial conference
  • The focus and outcome of meeting with Heineken management in Amsterdam
  • Meeting with Flutter Entertainment and our view on the company and sector
     

 

This insight is issued by PM Capital Limited (ABN 69 083 644 731 AFSL No. 230222) as the responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the ‘Fund’.It contains summary information only to provide an insight into how we make our investment decisions. This information does not constitute advice or a recommendation, and is subject to change without notice. It does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Investors should consider the Target Market Determinations and the current Product Disclosure Statement (which are available from us), and obtain their own financial advice, prior to making an investment. The PDS explains how the Fund's Net Asset Value are calculated. Past performance is not a reliable guide to future performance and the capital and income of any investment may go down as well as up.