Rotation the key
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.
http://www.pmcapital.com.au/insight/how-paul-moore-looking-position-portfolio-amid-market-turbulence
More: https://pmcapital.com.au/insights
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
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.
2 topics
1 stock mentioned
PM Capital
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.
Expertise
PM Capital
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.
Expertise
Comments
Comments
Sign In or Join Free to comment