The Journal

The focus and behaviour of commentators and investors often reflect their assumed knowledge and individual experience. These factors, if not guarded against, create natural biases that are not easy to overcome. Perhaps, this is no more apparent than in investor sentiment towards China today...

The milk, yoghurt, cheese and dairy industry might be viewed as well-established, perhaps even dull, but it actually has rather a lot going on. On a per capita basis, Australians consume about 97 litres (L) of milk per year, along with 14 kilograms (kgs) of cheese and 9 kgs of yoghurt.^[1]...

Since our founding in 1994, Platinum has consistently applied four key investment principles, which have withstood the test of time. Co-CIO Clay Smolinski explains these four principles and how they guide the investment team’s search for mispriced stocks in the market, with past stock picks...

The dramatic change in consumer spending away from ‘experiences’ to ‘products’ coupled with supply disruptions has been a boon for the consumer sector over the past 18 months - with autos a standout. Far from being a short-term phenomenon though, we believe there is a long...

The investment returns^[1] for the last quarter of 2020 and first quarter of 2021 were among the strongest in the Platinum International Fund’s long history. This was driven in large part by the fund’s cyclical exposures

The automotive industry is at a tipping point. Hundreds of billions of dollars are now in the process of being permanently redirected towards electric vehicles. This disruption means a large part of the existing US$3 trillion automotive market is in play, with incumbents, entrepreneurs and...