A new GPS
In this 6 minute video CIO Paul Moore discusses how to navigate the changing global interest rate environment.
“Another anecdote highlighting how distorted bond markets have become was the issue by Argentina of a 100 year bond at 8% - a country that has a history of default. Back in 1994 we actually made a successful investment in Argentine bonds at a yield to maturity of approximately 65%.”
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At PM Capital we are not afraid to be different, we search the world for undervalued stocks, we avoid the trap of “group think” and prioritise company valuation over all other aspects. Founded in 1998, PM Capital is part of the Regal Partners Limited stable of alternative asset managers and specialise in Global & Australian equities and Global Fixed Interest strategies. We believe the very best way to minimise investment risk is through understanding valuation, as such, we avoid companies who are hard to understand or difficult to value and are well known for our discipline in resisting short term market noise and ability to hold investments through full industry cycles.
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PM Capital
At PM Capital we are not afraid to be different, we search the world for undervalued stocks, we avoid the trap of “group think” and prioritise company valuation over all other aspects. Founded in 1998, PM Capital is part of the Regal Partners...
Expertise
PM Capital
At PM Capital we are not afraid to be different, we search the world for undervalued stocks, we avoid the trap of “group think” and prioritise company valuation over all other aspects. Founded in 1998, PM Capital is part of the Regal Partners...
Expertise
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