Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors.
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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