PM Capital’s Global Companies Fund has posted a 15 per cent outperformance compared to the MSCI All Country World Index over three years. The fund buys quality businesses at the centre of a crisis, then reduces its holding as the crisis normalises. The fund also takes a long-term view and is looking for long-term investors.
Managed investments
Beginner / Advanced
8 m
Top fund managers: PM Capital Global Companies Fund
This week we profile a fund with over 30 per cent financial stocks but not a single share in Australian banks.