PM Capital Podcast - Enhanced Yield Fund Quarterly Update - June 2023
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PM Capital Podcast - Enhanced Yield Fund Quarterly Update - June 2023
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The June 2023 Enhanced Yield Fund video update below provides the latest information on the performance of the Fund, investment activity and market outlook.
In this video Jarod Dawson, Portfolio Manager discusses:
- How the Fund has benefited from effectively zero exposure to interest rates at the start of the rate rise cycle;
- The Fund’s current positioning in the context of the RBA likely being close to the end of its tightening cycle;
- Additional investments made in industry leaders, setting a foundation for future returns.
“The extensive due diligence that our team performs at both a company level, and a broader macroeconomic level […] is how we were able to successfully navigate what has been one of the most volatile years in fixed income markets that I have experienced in my over two decades of fixed income investing.”
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