pm capital

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

PM Capital

NAB, CBA and Westpac, among others, report in early May. In those results we expect credit growth to be stronger than what the market expects. However, we expect relatively poor topline growth for the banks as their net interest margins remain under pressure. Given that the banks have already said... Show More

PM Capital

Brewers and banks have historically played a significant role in PM Capital’s Global Companies Fund and Asian Companies Fund, and more recently the listed Global Opportunities Fund and Asian Opportunities Fund. Show More

PM Capital

The one thing I’ve gotten really into in the last few years has been the NBA — I watch the highlight reel most nights. It’s a great way to see the best 10 plays of the day — mainly guys dunking on each other but entertaining nonetheless. So I was happy this weekend when... Show More

PM Capital

PM Capital's Chief Investment Officer Paul Moore and Portfolio Manager John Whelan recently completed a research tour of the United Kingdom, Ireland and Spain. In this video, Paul and John review their tour, sharing insights which show us that some current market beliefs are misconceptions, and that new opportunities are... Show More

PM Capital

The market optimism following the US election has waned but the economic recovery remains in place. Notwithstanding where we are in a political cycle, I think there has been an underestimation of the pent-up demand in the US and the effects of that being unleashed. An economic recovery was occurring... Show More