Equities
Paul Moore

How does "career risk" affect investment returns? A curious part of a report from a US investment house (1) has caught the eye. The author’s advice to professional investors when approaching how they were looking at the share market was that when they were determining their holdings they should take... Show More

Paul Moore

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows. The ‘late cycle’ fears have now rolled through to all sectors; the S&P 500 is off 13.1% since its highs in mid-September (as at... Show More

Fund in Focus
Paul Moore

PM Capital’s goal is to build long term wealth by investing in global markets with patience and conviction. We believe in always acting and investing independently, with integrity and in the best interests of our co-investors - even if that means respectfully disagreeing with the rest of the market. Since... Show More

Paul Moore

While many investors would argue valuations are extreme, we see them as being very reasonable. In this video and transcript, we identify three areas trading on ten times or less, and make the case that real long-term alpha opportunities are increasing. Show More

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