The PM Capital Asian Opportunities Fund Limited (ASX:PAF, ACN 168 666 171) is intended to provide investors with an opportunity to invest in the Asian Region (ex-Japan)¹ via an Australian Securities Exchange (ASX) listed investment company. The company began trading on the ASX on 22 May 2014.
Managed by PM Capital Limited, the aim is to create long term wealth through a concentrated portfolio of typically 15-35 quality companies within Asia ex-Japan that we believe are trading at prices different to their intrinsic values.
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Meet the Manager
The Company may be suitable if you:
Want exposure to companies situated in or exposed to the world’s growth engine – Asia – that are trading differently to their intrinsic value
Long term capital growth
Are looking for long term capital growth provided by a demonstrated, focused, patient and considered approach
Long term investment
Have a long term investment horizon (7 years plus) and are comfortable with some short term volatility
Want the potential for returns that may be significantly different to those provided by the index and more traditional Asian Listed Investment Companies
The Company focuses on companies listed or operating in Asia, giving 100% unrestricted exposure to the world’s fastest growing region.
The Company's process has been shown to be effective, based on a philosophy developed by Paul Moore, over 30 years. This has produced attractive long term capital growth.
We have an authentic investment process where our exposure to countries, industry sectors or market capitalisation is determined solely by our conviction in the risk/ reward opportunities that we identify in individual stocks. No conviction at the stock level = no investment.
Opportunistic and concentrated
The Company aims to create long term wealth for our co-investors by finding and exploiting investment anomalies wherever they are. We find opportunities where others may only see risks.
The Company’s portfolio typically consists of 15-35 stock-specific ideas in which we have the strongest conviction.
Our co-investors receive access to a unique subset of opportunities to which they would otherwise find difficult to access. The management team have significant investments in the Company – they invest for and with you.