Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of.. More
Andrew Clifford, Platinum’s CIO explains why individual company earnings and the cashflows they return to shareholders are the key driver of real returns over the medium to long term.
DISCLAIMER: This...
Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager at Platinum explains how generational, technological and long-awaited corporate governance changes are transforming its economy...
China’s rapid adoption of technology and urban population density are key drivers of its astonishing economic transition. Dr Joseph Lai, portfolio manager at Platinum discusses where his team is finding attractive...
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.. More
Clay Smolinski portfolio manager at Platinum explains why there is a growing valuation divergence between growth and value stocks, how Platinum is responding, and why he expects the value-based approach will return to favour...
Trade war dominates, distracts and detracts...
Platinum recently completed its 2019 Australian capital city investor and adviser roadshow. Here is a video of the Sydney investor presentation.
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