Liam joined Platinum in 2014 as an investment analyst covering energy and industrial companies. Previously, Liam worked at Macquarie Group as an equity analyst specialising in.. More
While LG Chem may look like an overnight success story based on its 2020 share price performance, it’s been a decade of R&D and investment that has taken it to where it is today – the world’s No. 1 electric vehicle battery maker. Having...
Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors.
Asia has changed enormously over the last two decades, from being predominantly a manufacturing and labour-intensive economy to increasingly a leader in cutting-edge technology. From semiconductors to ‘lights-out warehouses’, telehealth, fintechs and...
Troy has been a trader and analyst in Platinum’s investment team since 2010. Before moving into the trader role, Troy had worked at Platinum for five years in both.. More
A speculative mania has touched many parts of the market, with SPACs and GameStop the most recent cases in point. Speculation isn’t investing. Trader/analyst Troy Augustus explains what’s driving the mania and how Platinum manages risk in speculative...
Platinum recently completed its 2021 inaugural European investor presentation.
A video of the presentation has now been released for viewing.
Platinum’s philosophy of “thinking differently” means we look for opportunities that are out of favour and against popular opinion. This involves looking for investments in areas undergoing considerable change. It also nearly always involves feeling uncomfortable at the point...
Bon Jovi’s 1986 rock anthem “Livin’ on a Prayer” sees the eponymously named lead vocalist roar out that “We’re halfway there”, telling the story of two battlers who are “down on their luck”, and how it’s “so tough”. <...
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