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Latest insights
Market update with Paul Moore: April 2025
Markets have been shifting rapidly, with heightened volatility and policy uncertainty
1 month ago
Fox on the Run
PM Capital’s position in Fox Corp reinforces the benefits of challenging consensus thinking and the narratives that evolve from it.
1 month ago
Global equities portfolio: March 2025 quarterly update
1 month ago
Enhanced Yield Fund: March 2025 quarterly update
1 month ago
Our funds
Global Companies Fund
Providing our highest conviction global opportunities in a concentrated, unconstrained, benchmark-unaware portfolio
Australian Companies Fund
Applying global insights to profit from anomalies in the Australian market
Enhanced Yield Fund
A benchmark-unaware portfolio of global income securities providing income and capital stability
Global Opportunities Fund (ASX: PGF)
Profiting from market anomalies anywhere in the world
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