Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
PM Capital Global Companies Fund posted a flat 0.7% return in Q4 2024 as robust performance in financials and Airbus was offset by a cyclical drag from commodities. The managers capitalized on market volatility to initiate positions in undervalued compounders Sanofi and Pernod Ricard.
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PM Capital Global Companies Fund posted a flat 0.7% return in Q4 2024 as robust performance in financials and Airbus was offset by a cyclical drag from commodities. The managers capitalized on market volatility to initiate positions in undervalued compounders Sanofi and Pernod Ricard.
