Lower volatility and higher returns in the most unlikely places…

PM Capital

PM Capital

Australian investors have long been made aware of the investment opportunities in Asia. Yet this opportunity for diversification is often accompanied by a perception of a significant increase in volatility. Closer observation shows that the S&P/ASX 200 has actually experienced greater volatility than leading Asian funds for the majority of time periods over the past 8 years. Since inception in 2008 the PM CAPITAL Asian Companies Fund has outperformed the S&P/ASX 200 by 11.3% pa at a lower level of volatility, represented as standard deviation. Kevin Bertoli, Portfolio Manager of the Asian Companies Fund, says a selective approach ensures that the core principles of a good business remain the focus. “One of the initial ideas that we came up with in Asia stemmed from our global research capability; Business models we had seen executed successfully in markets like Australia, the US and Europe were playing out in Asia, but in much earlier stages in their economic life cycle“. Register below for more information about this diversification opportunity. (VIEW LINK)


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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