PM Capital Asian equities fund added to Netwealth menus

From

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

continue reading

Focus on strong investment strategy over single incidents crucial for long-term returns when investing offshore

From

PM CAPITAL says holding your line likely to be the best long-range outcome PM CAPITAL has said that at times of geo-political or environmental disruption it is common for investors and markets to over-react and retreat from conviction positions or abandon a logical investment strategy. According to the Portfolio Manager of PM CAPITAL’s Emerging Asia

continue reading

Looking beyond the dragon: PM CAPITAL says Asian growth doesn’t stop with China

From

Investment focus on domestic consumption in regional economies; Malaysia, Philippines, Singapore, Vietnam feature in ‘bottom up’ – not macro thematic – approach PM CAPITAL has said that the majority of the Australian equity market appears to be fully valued, and with the growth forecast in China likely to decline, investors need to look beyond the

continue reading

Shadow looms over Emerging Asia ETFs

From

PM CAPITAL warns bumpy outlook in emerging economies to be intensified for ETF’s Sydney-based specialist equity fund manager, PM CAPITAL, yesterday warned that investment into Emerging Asia ETFs is a dangerous strategy because the instruments are heavily skewed to businesses that are at the mercy of the macro environment and dominated by questionable state-owned enterprises (SOEs). Kevin Bertoli, portfolio manager for the PM CAPITAL Emerging Asia

continue reading