Zenith gives thumbs up to PM CAPITAL Global Opportunities LIC

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PM CAPITAL’s Global Opportunities Fund Limited (ASX: PGF) has been rated “Recommended” by leading research house Zenith Investment Partners following a detailed review of the listed investment company. PM CAPITAL also operates the same strategy as PGF in an unlisted format, namely the PM CAPITAL Global Companies Fund. The recommended rating puts PGF alongside the

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Australian banks back in favour at PM CAPITAL

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PM CAPITAL’s Australian equities portfolio manager believes the market is under-estimating the forward strength of the Australian banks and is a buyer/holder at current levels. “Whilst we were avoiding buying the big four when Westpac and NAB were nudging $40 at the end of FY15 we now believe many market commentators are under-estimating the sustainability

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Asia offers diversity, growth, opportunity … if you look hard enough, says PM CAPITAL

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The constant domestic and global media focus on the state and fate of Chinese financial markets poses potential risks to local investors, in that they may choose to ignore the region as an investment option, foregoing significant growth opportunities warns Paul Moore, Founder and Chief Investment Officer, PM CAPITAL. This is a key message being

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PM CAPITAL Asian Companies Fund receives ‘Recommended’ rating from Zenith Investment Partners

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PM CAPITAL has announced that the PM CAPITAL Asian Companies Fund has received its inaugural ‘Recommended’ rating from the leading independent research house, Zenith Investment Partners. PM CAPITAL’s CEO Ben Skilbeck said that the team at PM CAPITAL were delighted with Zenith’s recognition of the Asian Companies Fund. “The fund’s portfolio manager Kevin Bertoli and the

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PM CAPITAL Global Opportunities Fund Limited announces strong full year result

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Last friday, ASX listed investment company, PM Capital Global Opportunities Fund Limited (ASX: PGF), posted its first full financial year result since listing in December 2013. Performance highlights were as follows:  Operating profit before tax of $71.5 million; Total Comprehensive profit after tax of $50.3 million; and Earnings per share (weight average over the year)

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PM Capital Global Opportunities Fund announces the results of PGF Options Exercise

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PM Capital Global Opportunities Fund Limited (the “Company”) has made an announcement to the ASX regarding the results of Option Exercise as part of the initial public offering (“IPO”) launched in December 2013. The Company issued 173,672,200 options (being one option for every share issued in the IPO). Prior to their expiry, each option gave

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PM Capital Global Opportunities Fund Limited announces strong first half result

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ASX listed investment company, PM Capital Global Opportunities Fund Limited (ASX: PGF), posted strong growth in its first half financial year results, with earnings per share (EPS) of 15.26 cents for the six months to 31 December 2014, up from 0.87 cents per share a year ago, while Total Comprehensive Income was $26.5m for the

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PM CAPITAL says Australian appetite for yield has led to compromised returns

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The Australian financial market search for yield has often led to a compromise in the risk/reward proposition, introducing “unintended risk”, which has on occasions led to the gradual erosion of wealth over time or capital losses over shorter periods,” says Rob Thompson, Head of Distribution for PM CAPITAL. “The reality is that the strong focus

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Australian market stuck in the mud

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While the Australian market is going through some tough times at the moment, there is no clear catalyst for that to change according to Paul Moore, Chief Investment Officer and founder of boutique fund manager, PM CAPITAL. “The September quarter showed that the market status has come to an end, and that going forward the

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PM CAPITAL appoints new names for key funds

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Boutique equity and income manager, PM CAPITAL, has renamed its three equity funds to better communicate the funds’ investment strategies to investors. In summary: PM CAPITAL Absolute Performance Fund will become PM CAPITAL Global Companies Fund PM CAPITAL Emerging Asia Fund will become PM CAPITAL Global Companies Fund PM CAPITAL Australian Opportunities Fund will become PM CAPITAL Asian Companies FundPM CAPITAL

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