By
Clay Smolinski,
Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started as an ... More
29 Jun 2021
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 Facebook and Samsung Electronics used as cases in point.
DISCLAIMER: This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006 AFSL 221935, trading as Platinum Asset Management ("Platinum") the investment manager of Platinum World Portfolios plc ("PWP"). Platinum World Portfolios plc ("Company") is an investment company with variable capital incorporated with limited liability in Ireland with registered number 546481 and established as an umbrella fund with segregated liability between sub-funds pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 (as amended) ("UCITS Regulations").
This information is accurate at the time of publication. This information is general information only and has not been prepared taking into account any particular investor’s investment objectives, financial situation or needs, and should not be used as the basis for making an investment decision. You should obtain professional advice prior to making any investment decision. The market commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information.
Investing is not without risk. Neither Platinum, any company of the Platinum Group, nor any of the respective directors and officers of the aforementioned, guarantee the performance of any investment product, strategy or fund referenced herein, the repayment of capital, or the payment of income. Past performance is not a reliable indicator of future performance.
The information contained herein is aimed at professional clients within the meaning of Article 4.1(10) of the Markets in Financial Services Directive 2014/65/EU (MiFID II) (“Professional Client”). This information does not constitute an offer or invitation to subscribe for shares in PWP and no person resident in the United Kingdom or the European Union other than a Professional Client should act or rely on this information. Platinum UK Asset Management Limited of 20 North Audley Street, London W1K 6LX has been appointed as the UK sub-distributor of PWP and is an appointed representative of Mirabella Advisers LLP, which is authorised and regulated by the Financial Conduct Authority - number 606792. Platinum Malta Management Limited of 171, Old Bakery Street, Valletta VLT 1455, Malta has been appointed as a sub-distributor of PWP in certain European Union members states and is a tied agent of Mirabella Malta Advisers Limited, which is licensed and regulated by the Malta Financial Services Authority. This content has been approved by both Mirabella Advisers LLP and Mirabella Malta Advisers Limited.
This information is accurate at the time of publication. This information is general information only and has not been prepared taking into account any particular investor’s investment objectives, financial situation or needs, and should not be used as the basis for making an investment decision. You should obtain professional advice prior to making any investment decision. The market commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information.
Investing is not without risk. Neither Platinum, any company of the Platinum Group, nor any of the respective directors and officers of the aforementioned, guarantee the performance of any investment product, strategy or fund referenced herein, the repayment of capital, or the payment of income. Past performance is not a reliable indicator of future performance.
The information contained herein is aimed at professional clients within the meaning of Article 4.1(10) of the Markets in Financial Services Directive 2014/65/EU (MiFID II) (“Professional Client”). This information does not constitute an offer or invitation to subscribe for shares in PWP and no person resident in the United Kingdom or the European Union other than a Professional Client should act or rely on this information. Platinum UK Asset Management Limited of 20 North Audley Street, London W1K 6LX has been appointed as the UK sub-distributor of PWP and is an appointed representative of Mirabella Advisers LLP, which is authorised and regulated by the Financial Conduct Authority - number 606792. Platinum Malta Management Limited of 171, Old Bakery Street, Valletta VLT 1455, Malta has been appointed as a sub-distributor of PWP in certain European Union members states and is a tied agent of Mirabella Malta Advisers Limited, which is licensed and regulated by the Malta Financial Services Authority. This content has been approved by both Mirabella Advisers LLP and Mirabella Malta Advisers Limited.