Shoe leather – relevant to investment research in the internet age?

PM Capital

PM Capital

CIO Paul Moore and our portfolio managers discuss whether on-the ground research in the age of the internet is worth it, what it produces, and a case study on how research-related travel enhanced the investment case for Altium. 


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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