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…
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
Insurance is fundamental to any properly functioning, modern economy and we are always open to…
Disney goes direct
Content and Distribution Wars or an astute progression? On the surface, there seems to be a power…
Disruptor or Beneficiary?
There has been much market talk about the potential effect of Amazon entering the Australian market…
Australia’s Achilles Heel?
This article follows an earlier article in the May PPM Insights Index Funds - the untold risks. It…
Building in the Back Blocks (in China)
Hugh MacNally, PPM Executive Chairman and Portfolio Manager, recently went to the Chinese Province…
Is TPG “Free”?
The potential for TPG, a company with a reputation as a low cost provider in fixed broadband, to…
Index Funds – the untold risks
The advocacy of index funds has reached fever pitch. However, the critical element omitted in this…
AGL – A well-executed strategy and a long term view has its rewards
AGL is a core position for many PPM IMA portfolios. Underpinning the investment thesis for AGL has…