Latest insights

Renewables: the next energy transition

The next great energy transition is underway; part business-as-usual technological progression, part haphazard reaction to the mounting pressure of global warming, population growth, t

Global investment theme: Materials (Copper)

The final of a series of updates on our Global strategies' investment themes, Portfolio Manager Kevin Bertoli describes:

Value stocks (and portfolios) have roared back to life

The March 2021 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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