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.

 

5 of our current investment

 

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.