On the ground: Insights from Europe
PM Capital's Chief Investment Officer Paul Moore and Portfolio Manager John Whelan recently completed a research tour of the United Kingdom, Ireland and Spain. In this video, Paul and John review their tour, sharing insights which show us that some current market beliefs are misconceptions, and that new opportunities are there to be found. Having met with analysts, industry participants and companies currently held in our strategies and prospective holdings, Paul and John share some insights useful for any investor.
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