All-Weather Investing & Insight.
We work with sophisticated investors, financial advisors and private individuals to achieve better investment results within a dynamically evolving world.
'All-Weather' Investment Portfolios.
The PCM Portfolios are generally designed for those seeking to preserve capital and generate attractive returns, irrespective of the ups and downs the global economy might experience (hence the 'All-Weather' descriptive).
Our portfolios are totally transparent (using Separately Managed Account structures) and the returns we generate do not utilise derivatives, leverage or illiquid investments. We only utilise liquid, exchange traded, long-only securities. Here are our returns...
[Click to expand image. Past returns are not necessarily indicative of future results.]
The PCM Portfolio Management Approach produces returns that are uncorrelated, more than 50% less volatile than the Australian Share market and have the potential to produce attractive returns in a resilient manner. These Portfolios are also suitable for Superannuation. For more information, see Managed Portfolios
Research & Consulting.
Prerequisite Capital Management as part of its routine portfolio management activities produces a significant volume of unique and competitive investment research.
Institutions and Sophisticated Investors are able to subscribe to our In-House Research undertaken on global asset classes and currencies.
Clients invested in our PCM Portfolios gain a complementary subscription.
The investment team also are available for conference presentations and investment committee consultancy.
Prerequisite Investment Articles.
Within this report is a broad assessment of the investment landscape and some perspectives regarding required portfolio strategy. We review commodities, precious metals, bonds, AUD/USD, and equities. (Portfolio Performance for Australian Clients is also updated.) Special Report can be downloaded here: 2016 07 06 Quarterly Client BRIEFING (pdf, 3.5MB) Please contact us if you would like some further…
Recently Daniel was interviewed in Sydney for Real Vision TV. His presentation discusses many aspects of how the macro environment is evolving around the world with particular emphasis pertaining to under-appreciated liquidity issues. He then goes on to discuss what this means for someone managing investment…