Bonfire of the Volatilities
It’s fair to say that the makeup of PPM’s holdings of financial stocks has changed significantly…
“A Happy New Year”
PPM was delighted to host last month a luncheon presentation with Kathryn Fagg as the guest…
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…
Waking Sleeping Giants: Timely Revisiting Corporate Strategy
It is not uncommon for large incumbent companies to fall victim to change from external and…
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…