The December 2018 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.
In this video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies:
- Reviews how investors 'capitulated' during the quarter
- Discusses why the losses may have been an over-reaction
- Names some stocks - in as diverse industries as commodities and gaming - that he finds attractive now given the market action
“Now this is not the GFC 2009...but valuations are very interesting and should be exploited.”