Shoe leather – relevant to investment research in the internet age?
CIO Paul Moore and our portfolio managers discuss whether on-the ground research in the age of the internet is worth it, what it produces, and a case study on how research-related travel enhanced the investment case for Altium.
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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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