Co-Portfolio Manager - Equities, John Whelan and Business Development Manager John Palmer discuss a key portfolio holding in our latest podcast.

In this episode, we discuss Siemens, a global conglomerate. We first initiated a position in 2019 and had the opportunity to increase our position during the pandemic in 2020. Some of questions discussed include:

•Siemens can be thought of as four main business units, what are these and what benefits does each business unit provide?

•Seeing as Siemens is considered a world class business, where was the opportunity for PM Capital to buy, and increase, its position?

•Do you believe that Siemens will spin out any of the four business units in order to simplify?

•Are there other opportunities currently presenting themselves in this sector?

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The September 2023 Enhanced Yield Fund video update provides the latest information on the performance of the Fund, investment activity and market outlook.

In this video Jarod Dawson, Portfolio Manager discusses:

• What PM Capital saw in markets and how the Fund performed
• Where to find value in the Australian bond market and what to be thinking about when considering longer dated bonds
• Opportunities and outlook going forward

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The September 2023 Quarterly video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

In this video Paul Moore, Chief Investment Officer, discusses:

• Interest rates being the driving force behind market movements
• The risk of not earning an acceptable rate of return from passive allocations and the need for good investors to be doing something that others are not
• The importance of valuation, where valuations still look rewarding and recent additions to the portfolio

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