Paul Moore - Equities & Growth Assets Symposium

“What I talk about in my presentations today is exactly what I talked about back in my first presentation in 1986…history has taught me that you have to have a genuine long term horizon, and to be honest I think that’s the only way you can genuinely add value in these markets".

In this video, CIO Paul Moore speaks at the Inside Network's Equities & Growth Assets Symposium on:

  • How investing has changed over his career
  • Where he considers the greatest risks and opportunities to be in the next few years and
  • His highest convictions ideas in the portfolio



This communication is issued by PM Capital Limited (ABN 69 083 644 731 AFSL No. 230222) as the investment manager for the PM Capital Global Opportunities Fund Limited (ACN 166 064 875, ‘PGF’) and as the responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the PM Capital Australian Companies Fund (ARSN 092 434 467), and the PM Capital Enhanced Yield Fund (ARSN 099 581 558), the ‘Funds’. It contains information only and does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any securities of PGF or of the Funds. The information herein seeks to provide an insight into how and why we make our investment decisions, and is subject to change without notice. The communication does not constitute product or investment advice. Nor does it take into account any investors’ investment objectives, taxation situation, financial situation or needs. All investors should seek their own financial advice, and must not act on the basis of any matter contained in this communication in making an investment decision but must make their own assessment of PGF and/or the Funds and conduct their own investigation and analysis prior to making a decision to invest. Investors should consider ASX announcements and/or a copy of the current Product Disclosure Statement and the Target Market Determinations which are available from us.
Past performance is not a reliable indicator of future performance and no guarantee of future returns, unit/ ASX prices, or liquidity is implied or given. All values are expressed in Australian currency unless otherwise stated. The communication is not intended for any person outside, or non-resident, of Australia or New Zealand.
The index for the PGF and the PM Capital Global Companies Fund is the MSCI World Net Total Return Index in Australian dollars, net dividends reinvested. See for further information on the MSCI indices. See the company announcements platform at, and for further information.The index for the PM Capital Australian Companies Fund is the S&P / ASX 200 Accumulation Index in Australian dollars. See for further information on the ASX indices. The index for the PM Capital Enhanced Yield Fund is the Reserve Bank of Australia’s (RBA) cash rate. For more information on the Funds visit