PM Capital Australian Companies Fund

PM Capital has had limited exposure to gold this decade. However, we initiated a position in late 2023 in Newmont Corporation.

In this video, I discuss the complexities of current market dynamics and where I see opportunities for value investing.

Annuities provider well positioned for rising interest rates and structural growth in retirement savings.

Mining-technology company focussed on achieving higher margins, production innovation and acquisitions.

Uday Cheruvu, Portfolio Manager of the Australian Companies Fund, says he has sold out of Australian banks as they are coming under a quadruple threat from capital,...

In this 4 minute video, Portfolio Manager Uday Cheruvu explains how Pact Group (ASX: PGH) may benefit from the scale it has built in the Australian packaging...

We don't really break up between ‘growth’ and ‘value’. To us these constructs don’t really matter. The question is what is a company’s intrinsic value and, more...