• PM Capital Podcast - Don't fall prey to market distractions

  • 2023/07/26
  • 再生時間： 8 分
  • ポッドキャスト

PM Capital Podcast - Don't fall prey to market distractions

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  • The June 2023 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 Paul Moore, Chief Investment Officer, discusses:

    • PM Capital’s view on markets and where investors should focus;
    • Key stock positions and themes in the portfolio;
    • News on PM Capital’s 25th anniversary and looking to the next 25 years.


    “We repeat our view that in an inflationary environment, the so-called value stocks – where valuations are most attractive – is where investors should focus.”

    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

The June 2023 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 Paul Moore, Chief Investment Officer, discusses:

  • PM Capital’s view on markets and where investors should focus;
  • Key stock positions and themes in the portfolio;
  • News on PM Capital’s 25th anniversary and looking to the next 25 years.


“We repeat our view that in an inflationary environment, the so-called value stocks – where valuations are most attractive – is where investors should focus.”

Hosted on Acast. See acast.com/privacy for more information.
続きを読む 一部表示

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