What you need is Individual

What you should be thinking about your SMSF. Q&A session by PPM with John Maroney, CEO SMSF…

Bonfire of the Volatilities

Bonfire of the Volatilities

It’s fair to say that the makeup of PPM’s holdings of financial stocks has changed significantly…

Happy New Year

“A Happy New Year”

PPM was delighted to host last month a luncheon presentation with Kathryn Fagg as the guest…

Silicon Valley

Does 2018 rhyme with 2000?

While history doesn’t necessarily repeat itself it does tend to rhyme. With that thought in mind we…

Seasons Greetings

On behalf of everyone at PPM we would like to wish you a happy and safe festive season. We have…

Environmentally Friendly Coffee Cups

PPM is proud to announce that we have moved away from paper/plastic cups, aiming to save over 4500…

Sleeping giant

Waking Sleeping Giants: Timely Revisiting Corporate Strategy

It is not uncommon for large incumbent companies to fall victim to change from external and…

Nestle

Rejuvenation of an Icon

The three characteristics PPM looks for in core portfolio investments are: strong financial…

Lights out?

Steve Sargent, a non-executive director of Origin Energy Ltd, and prior CEO of GE Australia, where…

louis vuitton

Retail – Double digit Growth!

An aspect of PPM’s investment philosophy is a belief that even in difficult industries great…

An Insurer that ticks our boxes

An Insurer that ticks our boxes

Insurance is fundamental to any properly functioning, modern economy and we are always open to…