It is critical that one looks forward and not backwards when assessing risk reward | Paul Moore

PM Capital

PM Capital

Given the external shock created by Brexit and the initial impact on our UK and European Investments, our CIO Paul Moore provides a further update on Brexit and the global markets in our June quarterly video update. "So clearly with Brexit it is a more difficult environment; uncertainty has increased. On the other hand, valuation disparities are at record levels and that is the environment in which you really have to stick to the framework of your philosophy and process. Make sure that emotion does not over ride that. Otherwise you are vulnerable to increasing your exposure to those areas that you actually want to be walking away from. This is what we are really concentrating on at the moment". (VIEW LINK)


PM Capital
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...

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

Comments

Sign In or Join Free to comment