Apocalypse not now - Australian equities amid the volatility
Uday Cheruvu, Portfolio Manager (Australian Equities), reports on the sectors in the Australian market that are looking more attractive - including commodities - and how he is positioning the Australian Companies Fund's portfolio.
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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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