Japan is home to many well-run, globally dominant businesses, but this fact is often obscured behind headlines that call attention to a stagnant economy, declining population and scandals at large corporations. Discerning...
Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the Platinum International Brands Fund in 2017, as well as heading up the.. More
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of fiscal stimulus and excess inventory are all taking their toll on company sales and profit margins. Portfolio manager Jamie Halse...
The world economy emits around 50 billion tonnes of CO2-equivalent greenhouse gases (GHGs) every year, of which 36 billion tonnes is derived from the burning of fossil fuels. It is now widely accepted the increasing amount of GHGs in the atmosphere is warming our planet and the...
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
CEO and co-CIO Andrew Clifford sits down with Investment Specialist Julian McCormack to discuss last quarter's dramatic world events and what they mean for inflation, interest rates and markets.
Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors.
Asia is fast becoming a hub of young and impressive businesses run by management teams full of energy. Drawing on his extensive experience in analysing and investing in evolving businesses in the tech sector, co-portfolio...
Platinum recently held its 2022 investor presentation: “Beware the crowd – extracting value from overlooked parts of the market”. A video of the investor presentation has now been released.
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