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.
In this video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, addresses:
- How the market is following a typical "post-market correction" path
- Our long term framework - it's about stock valuations, not the macro
- Why now is one of the great buying opportunities in quality cyclical and industrial stocks
“Every 10 years there's a dramatic change in sector performance. We think that is very much going to be the case going forward. Now it's really just a situation of letting that play out.”