Finding bargains when markets are at their highs
It’s a problem all investors are facing right now. What do you do when you want to put money to work, but markets are at their highs? In this two minute video I give a snapshot of our approach when markets have done well. It’s about finding discrete investments, rather than being dictated to by politics, markets, or other macro issues.
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I'm PM Capital’s founder, CIO, first investor in our Global Companies Fund and its portfolio manager since its inception in 1998. Across all of our funds we invest independently, with integrity and in the best interests of of our co-investors.