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PM Investments 

“Investing with Insight. Building with Trust.”

Why Choose Us?

Diversified Portfolio

Our diversified portfolio includes Fixed Income, Small and Small‑Mid Cap Equities, Private Credit, and Real Estate investments, offering a range of investment options to meet various risk and return objectives.

Tailored Investment Solutions

We specialize in delivering tailored investment solutions designed to meet the specific needs and objectives of our institutional clients, ensuring a personalized and strategic approach to portfolio management.

Experienced Team

Our experienced team combines deep expertise with robust research and risk-management capabilities, positioning us to provide resilient investment solutions tailored to client needs.

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About PM Investments 

PM Investments offers institutional investors deep expertise across Fixed Income, Small and Small‑Mid Cap Equities, Private Credit, and Real Estate. As the institutional asset management arm of PM Investments they manage $4.3 billion in total assets and focus on delivering strong, risk‑adjusted returns through tailored portfolio solutions.

Our Expertise

With expertise across Fixed Income, Small and Small‑Mid Cap Equities, Private Credit, Stocks, Bonds and Pre IPO & IPO opportunities. In addition we offer institutional investors a comprehensive range of investment options designed to meet their diverse needs and objectives.

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Our Approach

We believe the key to generating consistent investment returns is the selection of investment opportunities that possess attractive valuations and demonstrate identifiable catalysts that are expected to generate accelerated earnings and cash flow growth.

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Investment Goal

Over a full market investment cycle, we strive to generate more than 200 basis points of annualized alpha with approximately 80-90% of the risk of the market, where market risk is defined as standard deviation, beta or downside capture.

Alex Young - Canberra

"I first connected with PM Investments many years ago, and from the very beginning, the experience was positive. Their team has consistently provided professional, friendly, and proactive advice, always with the client’s best interests in mind. I remain very satisfied with every interaction I’ve had with PM Investments."

DIVERSE RANGE OF FUNDS

Diversify Your Portfolio

At PM Investments, we understand the importance of diversification. Our funds are designed to minimize risk and maximize returns by investing across a broad range of asset classes.

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Equities

Fixed Income

ETFs and Mutual Funds

Alternative Assets

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