Regal Partners

Exciting news from PM Capital Global Opportunities Fund Limited (ASX: PGF)!   We are thrilled to announce the successful completion of our upsized $135 million placement. Following significant support from both new and existing shareholders, the placement bookbuild completed early on 30 July, with bids received well in excess of the maximum placement capacity. Chris Knoblanche, Chair of PGF, said: “We are greatly appreciative of the support, with the Placement closing early in response to the level of demand received. We congratulate Paul Moore and the PM Capital team on their strong performance and careful management of the portfolio and look forward to the team continuing to deliver favourable long-term returns for PGF shareholders.”

We are thrilled that PM Capital has been nominated for three categories in the 2024 Annual Fund Manager of the Year Awards. 🌍 Global Equity Fund of the Year: PM Capital Global Equities Fund 💹 Global Fixed Income Fund of the Year: PM Capital Enhanced Yield Fund 🏅 The inaugural Fund Manager of the Year: PM Capital Ltd These nominations, presented by Money Management Australia and research partner Lonsec, serve as a testament to our team's dedication and commitment to excellence in the industry. We're incredibly honored to be recognised among such distinguished professionals and fund managers across Australia. Congratulations to all the finalists! We eagerly await the winners' announcement on 13 June. #FundManagerOfTheYear #Awards #PMCapital #Excellence #InvestmentManagement

In episode #164 of the Inside the Rope podcast, Koda Capital Adviser & Partner David Clark speaks with Philip King, Chief Investment Officer and co-founder of Regal Funds Management. Phil discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and simple lifestyle, emphasising substance over appearances in both his personal life and investment strategy.   Phil shares insights into his approach to investment, highlighting the importance of curiosity, good listening skills, and an ability to remain unaffected by market fluctuations. He talks about Regal's strategic focus, including their trading approach, long-term investments, and the rationale behind their portfolio turnover rate. The discussion also touches on the success and volatility of Regal's small companies fund, underscoring the balance between risk and reward in investing in small-cap companies.   David also speaks with Phil about his vision for Regal, and attracting top industry talent by creating a prestigious and successful firm, similar to Barcelona FC in the sports world. Phil also provides his perspective on the macroeconomic environment, the impact of the Chinese economy, and Regal's position on various sectors, including resources and battery metals. Listen on Apple Podcasts at https://lnkd.in/giJ27ts3, SoundCloud at https://lnkd.in/gwxgfRes and Spotify at https://lnkd.in/gSr-WiNd. More insights from Koda Capital are available on Koda's site at https://lnkd.in/gWKE7je