Latest insights

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.

Portfolio holding Siemens - diamond in the rough

Portfolio holding Siemens has seen its share price run strongly over the past few months.

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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