Fund In Focus: PM Capital
PM Capital’s goal is to build long term wealth by investing in global markets with patience and conviction. We believe in always acting and investing independently, with integrity and in the best interests of our co-investors - even if that means respectfully disagreeing with the rest of the market. Since inception close to 20 years ago, our flagship Global Companies Fund has delivered a total return of over 439%, net of fees (as at 31 May, 2018), versus the MSCI World Index (AUD) that has returned 137%.
In our Fund in Focus, we share the process developed over 20 years to find and benefit from market anomalies, a contrarian stock story from the past, and an investment we’re considering right now.
We look to achieve strong long term investment returns using our effective investment process and philosophy. To find out more click here
I'm PM Capital’s founder, CIO, first investor in our Global Companies Fund and its portfolio manager since its inception in 1998. Across all of our funds we invest independently, with integrity and in the best interests of of our co-investors.