In this video, Portfolio Manager Andrew Russell discusses one of our biggest sectors in the portfolio, Energy, and why we are attracted to this sector. He touches on:
- Where PM Capital saw the opportunity to invest in Shell
- The valuation differential between Shell and Exxon and why we believe the gap can be closed
- Our thoughts on the lithium sector
This insight is issued by PM Capital Limited ABN 69 083 644 731 AFSL 230222 as responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the "Fund". It contains summary information only to provide an insight into how we make our investment decisions. This information does not constitute advice or a recommendation, and is subject to change without notice. It does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Investors should consider the Target Market Determinations and the current Product Disclosure Statement (which are available from us), and obtain their own financial advice, prior to making an investment. The PDS explains how the Fund's Net Asset Value are calculated. Past performance is not a reliable guide to future performance and the capital and income of any investment may go down as well as up.