Fund In Focus

Stephane Andre

Alphinity seeks to invest in quality, undervalued companies that can deliver an ‘earnings surprise’ to drive outperformance. We have found that a positive earnings surprise is likely to be followed by a period of sustained positive earnings revisions/surprises driving share price out performance. Likewise, negative surprises drive underperformance. Show More

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