global investors

Microequities

This is the question most prospective investors of our managed funds and anyone interested in small cap investing ask us. Identifying investment ideas, whether it is ASX listed companies or global companies can come about many ways. It could be we stumble upon them by trawling through all the companies... Show More

PM Capital

NextDC is an ASX listed company which owns and operates data storage facilities for the technology industry. Uday Cheruvu, Portfolio Manager at PM CAPITAL, believes the company is misunderstood and that the market has been slow to come to grips with NextDC’s ‘non-linear’ earnings. “The fact is that the data... Show More

PM Capital

Paul Moore, Chief Investment Officer at PM CAPITAL, says if you believe current stock market action you would think we are heading for a recession. His view is that current volatility is a continuation of a ‘two steps forwards and one step back’ recovery process. “Recession concerns are being driven... Show More

PM Capital

Uday Cheruvu, Australian Equities Portfolio Manager at PM CAPITAL cautions investors against taking an ‘index’ approach. "We don't think it's a broad-based index opportunity. You don't want to be in the mining side yet; you don't want to be in industrials because it's continuing to deteriorate. Now's the time to... Show More

PM Capital

In this interview, Paul Moore, Chief Investment Officer and founder of PM CAPITAL, provides a summary of the year that’s passed and the year ahead. He explains why avoiding group-think is critical to achieving good performance, and provides some examples of where he can see group think occurring in the... Show More