Latest insights

3 minutes on markets, and a deep dive

Your choice: 3 minutes of market insights, or a deeper dive into our latest thinking...

Rolled gold? Portfolio holding Newmont Corporation

Is the world’s largest gold miner also an attractive investment opportunity?

An historic opportunity - extraordinary potential in quality cyclical and industrial stocks

The June 2020 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

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