Zenith upgrades PM Capital Global Companies Fund

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Investment research house Zenith Investment Partners has upgraded its rating of the PM Capital Global Companies Fund from ‘Recommended’ to ‘Highly Recommended’. The PM Capital Global Companies Fund (‘Fund’) is now only one of two out of 28 investment products in its Zenith category to be rated ‘Highly Recommended’. The rating upgrade equates to Zenith

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25 Nov 2019

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Why leave the best fixed income opportunities on the table when rates are so low, asks portfolio manager

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Australian investors are leaving “a lot of opportunities on the table” by restricting themselves to domestic fixed income securities when they can least afford to, says Jarod Dawson, Portfolio Manager of the PM Capital Enhanced Yield Fund (EYF). Mr Dawson said: “With official interest rates at a record low of 0.75% in Australia, investors more

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28 Oct 2019

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New LIC offer: award-winning manager with first of its kind redemption ‘safety net’

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PM Capital Global Opportunities Fund (ASX: PGF) and its subsidiary, PM Capital GO 2025 Limited (GO 2025) have jointly issued a Prospectus for the Offer of a next-generation Listed Investment Company (‘LIC’) security: ‘PTrackERS’, which stands for Portfolio Tracking Exchangeable Redeemable Securities (Converting Security). A first of its kind innovation in the LIC space, PTrackERS have

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05 Jul 2018

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PM Capital appoints Doug Huey as Investment Analyst and Portfolio Manager

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PM Capital Chairman and Chief Investment Officer, Paul Moore, said: “Doug brings over 21 years’ experience in global equities investing to the PM Capital team. “We’re delighted he has come on board given his wide knowledge, particularly in the technology and communications space. He will add significant expertise in detecting investment anomalies around the world.”

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08 Jun 2018

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PM Capital Asian equities fund added to Netwealth menus

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The PM Capital Asian Companies Fund (‘Fund’) is now available on Netwealth platforms, giving more investors the opportunity to take advantage of a differentiated approach to the world’s fastest-growing region. The Netwealth inclusion coincides with the Fund achieving compound investment performance of 16.6% per annum since inception, beating the relevant industry benchmark by 7.6% per

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06 Dec 2017

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PM Capital increases Queensland presence

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Equities and fixed interest manager PM Capital has increased its Queensland presence with the appointment of James Noone as Sales Director, based in Brisbane. Mr Noone will be responsible for sales in Queensland across PM Capital’s suite of funds. He brings more than 20 years’ experience in client relationship management across investments, advice and platforms.

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11 Sep 2017

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PM Capital fund now available on Netwealth; strong performance across PM Capital products

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The PM Capital Australian Companies Fund (‘Fund’) is now available on Netwealth platforms, giving its investors an innovative way to access the Australian equities market. The Netwealth inclusion coincides with the Fund achieving an investment performance ranked number one out of 318 products in its sector for the year to 30 June 2017*. The Fund

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18 Aug 2017

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Bias away from long term investing raises concerns: PM Capital

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A new survey by PM Capital shows investors struggle to take a long-term approach to meet their expectations, while also having a very optimistic view towards global equity markets. PM Capital has surveyed 214 financial advisers at a series of investment forums events in Sydney, Melbourne, Brisbane, Adelaide and Perth, representing thousands of end investors.

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14 Jul 2017

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Market anomalies present opportunities for active investors: PM Capital

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Just like human anomalies can make all the difference in sporting teams, picking anomalies in equities and fixed income markets can help investors achieve winning performance, according to PM Capital. This month PM Capital is hosting a series of investor forums across five Australian capital cities exploring how the manager goes about finding and interpreting

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24 May 2017

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PM Capital announces senior hire and brand refresh

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Equities and fixed interest manager PM Capital has expanded its distribution team with the appointment of Rebecca Morgan as Sales Director, based in Melbourne. In her new role, Ms Morgan will be responsible for sales in Victoria, Tasmania and Western Australia across PM Capital’s suite of funds. She brings more than 10 years’ experience in

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17 Feb 2017

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