Key point, with inflation possibly on its way and real assets (PAC's boutiques) are best placed to maintain FUM and growth. Real Estate (Proterra, Pennybacker, ROC Partners), Commodoties (Aether) and Infrastructure (Astarte + Aether has capability to pivot + CAMG if they finally perform), make up a large part of boutique FUM. Well managed Fund Manager GQG will rotate into best stocks - they have too much to lose.
On the other hand, if inflation stabilises, FUM growth has spiked with no Fund Manager in the PAC stable going backwards for the first time in many quarters.
Interested in what others think.
Best of Luck Lost
PAC Price at posting:
$5.50 Sentiment: Buy Disclosure: Held
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