Latest insights

An EYF update with Jarod Dawson

The PM Capital Enhanced Yield Fund (EYF) has again shown its capability to deal with market shocks – this time related to COVID-19.

New ideas in a centuries-old industry

Investment Analyst Alex Warnaar reports that Nordic-based Boliden, a portfolio holding, brings a modern industrial mindset to mining and smelting.

Stock valuations - the buffer against macro headwinds

The September 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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