Executive Series 25 Jan 23: PM Capital Co-Portfolio Manager – Equities, Kevin Bertoli Part 2

In part 2 of this series, Tom Piotrowski continues his conversation with PM Capital’s Global Opportunities fund Co-Portfolio Manager, Kevin Bertoli. The pair pivot from China to discuss the trepidation around the European economy. Kevin touches on the importance of valuation and the growth outlook in the European market, in particular European Banks, Siemens and Heineken.

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