Perspectives: Fund Manager Interview with Paul Moore from PM Capital
About this episode
David Bruty interviews Paul Moore about contrarian investment strategies and the PM Global Companies Fund.
In this episode, Escala Investment Analyst, David Bruty interviews Paul Moore, founder and Chief Investment Officer of PM Capital. Paul discusses how he and his team implement their contrarian investment philosophy, how the PM Global Companies Fund is constructed, and how healthcare is an emerging theme in the fund's portfolio.
More episodes of 'Perspectives' by Escala
- Perspectives: Episode 132 - We Need to Talk About Productivity
- Perspectives: Episode 131 – The Price of Sovereignty
- Perspectives: Episode 130 – The holiday from history is over
- Perspectives: Episode 129 – AI Native: The Great Operating Model Reset
- Perspectives: Episode 128 – Dispatches from the US
- Perspectives: Fund Manager Interview with Richard Blackburn from CVC Capital Partners
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