The best opportunities are away from the In-Crowd
PM Capital is known for buying companies in out-of-favour sectors. In this report, we discuss five of our current investment themes and the benefits of buying quality, undervalued assets when they are ignored by the Investment In-Crowd. We provide an overview of how PM Capital is currently positioned in equities and fixed income.
Download the full report here, or read theme by theme from the article below.
The five themes below, along with our other investment checklists, explain how PM Capital invests away from the In-Crowd and the benefits of doing so.