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PM Capital Global Companies Fund's investment thesis on The Charles Schwab Corporation ($SCHW) — Q2 2026 | Buyside Digest

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$SCHWNASDAQThe Charles Schwab Corporation

NEUTRAL

PM Capital Global Companies Fund—SCHW

Fund Letter

Q2 2026

Published July 29, 2026

View Fund Profile

$109.39USD

+0.1% vs last month

$105.24Pitched

+3.9% since pitch

Market Cap$187.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

PM Capital Global Companies Fund returned 10.7% in Q2 2026, driven by broad market recovery and favourable stock-specific outcomes. Three themes dominated...

— Paul Moore

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