The September 2018 Quarterly Report and video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.
In this in-depth video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, discusses:
- ‘Late cycle’ market conditions and why we may not be there just yet
- The impact of a ‘mini-TMT’ rush
- Where the long term opportunities lie in a volatile period
“... the opportunities are ... in those value and cyclical types of companies that can see earnings growth.”
Download the PM Capital Strategies Quarterly Reports
Listed Investment Companies (PGF and PAF) report
