Cairn Homes plc

• PC PM Capital Quarterly Report | June 2026 ↗ PM Capital argues that sticky inflation, AI-led investment and government policy are widening valuation disparities, favouring businesses it considers materially undervalued. The Global and Australian portfolios trimmed copper exposure, added Charles Schwab, Visa and CSL, and retained differentiated positions in European banks, Irish homebuilders and consumer businesses. The Enhanced Yield Fund trimmed fixed-rate exposure and added bank, infrastructure and corporate-bond holdings amid market volatility. June 2026 Quarterly CFIGF $5.6BCSCCY $8.8BCSLLY $97B +6

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