Europe and the bears - an unlikely couple
Portfolio Manager John Whelan says investors may be overly bearish on European stocks. In this snapshot video, John reflects on the findings of his recent research trip and why the fundamentals in Europe may look better than many believe.
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We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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PM Capital
We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.
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