PM Capital Podcast with Kevin Bertoli - Research trip overview

Business Development Manager, John Palmer, interviews Co-Portfolio Manager, Kevin Bertoli in our latest podcast.

In our sixth episode, John talks to Kevin about his recent month-long trip to the United States and what insights and opportunities the trip identified. Some of John's questions include:

  • What was the main purpose of the trip? Where did you go and what companies did you meet with?
  • How did sports betting come to be on PM Capital's radar?
  • How is the sports betting market in the US is evolving and what opportunities might exist there?
  • Can you tell us a little about the PM Capital Global Companies Fund's recent investment, Flutter Entertainment?

This insight is issued by PM Capital Limited ABN 69 083 644 731 AFSL 230222 as responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618) and the PM Capital Australian Companies Fund (ARSN 092 434 467), the "Funds". 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 Funds' 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.