Oil and Occam you raise some interesting points , you are obviously experienced in this space. i am new to this whole /capital management / LIC / Fund/ game.
i am also looking at WCM Quality Global LIC. Lge US based with huge FUM. I'm sure you are across that one as well Occam. PDS out now. I'm a little spooked by the us mkt which seems to be at historical high valuations. i read a report just recently from a successful WA based fund manager and they seemed unperturbed saying "the us mkt is trading at average historical PE valuations around 16."
Other commentary i have read is scary.
Thanks Guys
- Forums
- Strategic Investments
- PM Capital Ptrackers new LIC
PM Capital Ptrackers new LIC, page-4
- There are more pages in this discussion • 4 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Featured News
The Watchlist
ACW
ACTINOGEN MEDICAL LIMITED
Steven Gourlay, CEO
Steven Gourlay
CEO
Previous Video
Next Video
SPONSORED BY The Market Online