Investment Research Trip Summary - US and Europe - September 2014

During the quarter Jarod Dawson, Portfolio Manager for the Enhanced Yield Fund attended a conference hosted by Deutsche Bank, travelling to Hong Kong, Tokyo, New York, Washington DC, Frankfurt and London where PM Capital was given access to senior figures within major central banks and Government treasury departments, the IMF, as well as the major rating agencies, political and strategic think-tanks, the corporate sector and market analysts.