Presenters:
Paul Moore: Chief Investment Officer and Chairman
Kevin Bertoli: Asian Equities Portfolio Manager
Market Update 0:15
Research Trip to the USA 8:25
Conclusion 12:12
Paul provides an update on the market and the consequential implications for the PM CAPITAL Funds. Kevin then provides commentary on his research trip to the USA with particular focus on the cable, gaming and brewing industries.
Thank you for watching.
