Value stocks (and portfolios) have roared back to life

The March 2021 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

In this video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, discusses:

  • The situation one year on from the COVID-19 economic shutdown
  • Why most financial or consensus forecasts should be treated with a great deal of scepticism
  • The only tools he has found to be genuinely useful as an investor over time

“Crowding had never been higher; most investors are standing on the same side of the ship and probably the most interesting insight I can give you at the moment is that the long term alpha opportunity had never been higher. That is great news for genuine investors..."


March 2021 Quarterly report