Global investment themes: Alternative investment managers

Part of a series of updates on our Global strategies' investment themes, Portfolio Manager John Whelan describes:

  • what attracted us to the alternative investment managers

  • how the theme has played out over time

  • where the theme is in the maturity cycle

The content reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.

Want to be the first to learn about our insights and events? Subscribe below!

More on the Global Companies Fund

More on the ASX-traded Global Opportunities Fund