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Pm Capital Australian Companies Fund (LP65001958)
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PM Capital Australian Opportunities Fund
3.509
+0.010
+0.35%
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LP65001958 Overview
On this page you'll find an in-depth profile of Pm Capital Australian Companies Fund. Learn about the key management, total assets, investment strategy and contact information of LP65001958 among other information.
Investment Strategy
To provide long-term capital growth and outperform the greater of the S&P/ASX200 Accumulation Index or the RBA cash rate over rolling seven year periods. The Fund is not intended to replicate the index.
Contact Information
Address
Level 24, 400 George Street
Sydney,NSW 2001
Australia
Sydney,NSW 2001
Australia
Phone
+61 02 8243 0888
Fax
+61 02 8243 0880
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kevin Bertoli | - | 2020 | Now |
| Biography | Kevin joined PM Capital in February 2006 as an equities analyst with his primary responsibility being the coverage of Asian equities markets. Kevin was the Portfolio Manager of PM Capital’s Asian equities strategies, the PM Capital Asian Companies Fund and the PM Capital Asian Opportunities Fund (LIC), from inception in 2008 and 2014 respectively through to 2022. As a natural extension of his Asian coverage, Kevin’s responsibilities have also extended to global equities including companies in the commodities, technology/internet and consumer sectors. In 2020 he became Co-Portfolio Manager of the PM Capital Australian Companies Fund and in 2021 became Co-Portfolio Manager of the PM Capital Global Companies Funds. Kevin holds a Bachelor of Applied Finance and Bachelor of Business (Management) from the University of South Australia. | ||
| John Whelan | - | 2020 | Now |
| Biography | John joined PM Capital in 2009 as a Credit Analyst and was subsequently appointed Back-Up Portfolio Manager of the PM Capital Enhanced Yield Fund in 2011. In addition to credit analysis, he began covering equities in 2012 and currently has primary responsibility for the financial, industrial and real estate sectors globally. He became Co-Portfolio Manager of the PM Capital Australian Companies Fund in 2020 and in 2021 became Co-Portfolio Manager of the PM Capital Global Companies Fund. Prior to joining PM Capital, John held various roles in treasury and investment banking with a focus on global debt capital markets. John is a CFA® Charterholder and holds a Masters of Business from the Michael Smurfit Graduate School of Business, University College Dublin and a Bachelor of Business and Finance from Dublin City University. | ||
| Uday Cheruvu | Analyst | 2014 | 2020 |
| Biography | Uday Cheruvu, CFA Portfolio Manager International Equity International Carbon Transition Equity International Developed Markets Equity Analyst, Information Technology & Communication Services Joined Harding Loevner in 2020 Previous Experience PM Capital, 2008–20 Investment Analyst – Global Equities/Portfolio Manager Affinity Equity Partners, 2006–08 Associate Credit Suisse, 2004–06 Analyst – Investment Banking Commonwealth Bank Australia, 2003–04 Associate Analyst Iress Market Technology, 2000–02 Software Developer Education University of Melbourne, BS, Engineering and Commerce, 2001 Macquarie University, Master of Applied Finance, 2005 Chartered Financial Analyst designation, 2014 | ||
| Paul Frost | - | 2009 | 2014 |
| Biography | Paul joined PM CAPITAL in July 2009. Paul is responsible for managing the PM CAPITAL Australian equity portfolios and overseeing a team of analysts that cover all sectors in the domestic market. Before joining PM CAPITAL, Paul had more than 18 years experience in financial markets, covering institutional banking and equities investment, and prior to that he spent six years in chartered accountancy.In funds management, Paul has worked at “value based” investment management firms, including listed investment company, Argo Investments Limited (1997-2003), Investors Mutual (2003-2008) and MMC Asset Management (2008-2009). During his employment at Argo Investments, Paul assisted the managing director on portfolio management duties and was responsible for analytical research across a broad range of domestic sectors. At Investors Mutual, Paul was responsible for jointly managing the Australian Share Fund, Industrial Share Fund and large capitalisation mandates as well as overseeing analyst research on ASX 100 companies. Paul’s principal role at MMC Asset Management involved the successful execution of a portfolio “workout” assignment. | ||
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