Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was app ... More
There have been a lot of negative headlines about China recently, covering geopolitical concerns, the property sector, and COVID lockdowns. In this short video, co-portfolio manager for our Asia ex-Japan strategy, Cameron Robertson, addresses each of these concerns. China is a complex place to invest in, and Platinum has been investing there for decades. As bottom-up investors, we invest in companies, not countries. We look for mispriced risks, and we continue to see many great investment opportunities in China.
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