Stock holding insight: Freeport-McMoRan

Freeport-McMoRan is one of the largest copper producers in the world. In this video, Portfolio Manager Kevin Bertoli explores why the PM Capital team became interested in commodities as an investment theme, then drilled down into copper and from there identified Freeport-McMoRan as an attractive long term investment opportunity.

Freeport has low cost, high quality mining assets, trades on a single digit P/E ratio and may be the beneficiary of M&A activity.

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

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.