In this short video we discuss:
• Equity markets more generally and provide some context for recent market movements
• The performance of the PIC portfolio and the process involved in putting together an investment case for a given company
• The importance of establishing an ongoing conversation with the management of the companies in which PIC invests
• Expectations for the performance of the PIC portfolio for the next 12 months   
See below video:https://youtu.be/ZHIoAGrWJgQ
To view more Executive Series interviews, visit:https://www.commsec.com.au/market-news/executive-series