Rotation the key

PM Capital

PM Capital

How Paul Moore is looking to position his portfolio amid market turbulence.

“Investors need to be disciplined. We’re looking at a cross-section of ideas…investors should consider rotating out of the past winners to what we feel will be the new winners over the next three to five years.”

Paul talks about recent market action, how the portfolio is positioned and why he's sold out of a long term stock holding.


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