INVESTMENT PHILOSOPHY

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INVESTMENT PHILOSOPHY

OVERVIEW

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PAM adopts a top-down investment approach and believes that absolute focus on long-term investing through macro-thematic analysis offers scope to add long-term investment value. This approach is the most appropriate to identify and interpret changes in macroeconomic developments or themes.

WE BELIEVE

At PAM, we believe that macro-thematic analysis tends to identify long-range investment opportunities that persist longer than standard market cycles. Some of the observations include structural changes and/or developments plus theme maturity.