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.
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.