PM Capital, Author at ShareCafe

PM Capital

PM Capital Limited, founded in 1998 by its Chief Investment Officer and Chairman, Paul Moore, is a globally-focused fund manager that manages money on behalf of private clients, the clients of financial advisers and institutions. PM Capital’s goal is to build long term wealth by investing in global markets with patience and conviction. Based on 25 years of experience, PM Capital looks to achieve strong long term investment returns using an effective investment process and philosophy.

Funds

US bet paying off for Flutter Entertainment

September 30, 2023 - by PM Capital

Global sports-betting giant developing new markets, consolidating existing ones.

Netflix – Market Leaders in Putting on a Show

May 18, 2023May 19, 2023 - by PM Capital

In early 2022, PM Capital’s Enhanced Yield Fund made an investment in the senior bonds of global streaming giant and pioneer Netflix – here’s why.

Funds / Markets / Shares

Imdex Provides Exposure to Growth in Global Mining Sector

March 14, 2023March 14, 2023 - by PM Capital

Kevin Bertoli from PM Capital takes a closer look at Imdex, a mining-technology company focussed on achieving higher margins, production innovation and acquisitions.

Funds / Markets

Flutter Entertainment – An Attractive Long-Term Bet

November 2, 2022November 2, 2022 - by PM Capital

PM Capital’s Kevin Bertoli explains why he believes global sports-betting giant Flutter Entertainment is well-positioned for rapid earnings growth in the US.

Funds / Markets

Why FAANG and Other Investment Acronyms Have Lost their Bite

June 10, 2022 - by PM Capital

Catchy phrases and fund-manager labels are more about marketing than wealth creation.

Funds / Markets / Technology

Tech Valuations Still Vulnerable to Deflating

June 9, 2022June 9, 2022 - by PM Capital

As Annabelle Miller from PM Capital explains, while they have fallen to a certain degree, tech valuations are yet to fully reflect the deteriorating earnings growth in the sector.

Funds / Markets / Video

Around the Twist – Avoiding market distortions the key for investors in 2021

January 13, 2021January 22, 2021 - by PM Capital

The December 2020 Quarterly Report and video update provides the latest information on the performance of PM Capital’s portfolios, investment activity and market outlook.