It's just as important to consider what to leave, as what to buy.
PM Capital has held beer stocks for over a decade and has just sold out of its last brewing investment. However, brewer Molson Coors has never appeared in the portfolio. Chief Investment Officer Paul Moore explains why.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Welcome to Livewire, Australia’s most trusted source of investment insights and analysis.
To continue reading this wire and get unlimited access to Livewire, join for free now and become a more informed and confident investor.
Already have an account? Sign in here
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.
Never miss an update
Get the latest insights from me in your inbox when they’re published.
2 topics
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.
Comments
Comments
most popular
Macro
Why Silicon Valley Bank Died (UPDATED 2)...
Coolabah Capital
Macro
The Risk of Higher Rates the RBA’s Overlooking
Leithner & Company Ltd
Please sign in to comment on this wire.