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…
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…