Latest insights

Energy & lithium - the fundamental attraction

In this video, Portfolio Manager Andrew Russell discusses one of our biggest sectors in the portfolio, Energy, and why we are attr

PM Capital Podcast - John Whelan - Siemens

Co-Portfolio Manager - Equities, John Whelan and Business Development Manager John Palmer discuss a key portfolio holding in our latest podcast.

Recognising opportunities where valuations look rewarding

The September 2023 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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