Recent articles
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Video – Platinum’s Back on the Road
By 29 Aug 2023Our investment team is back on the road, meeting with companies and visiting factories, tech hubs, luxury stores and science labs, to name a few, all over the world, from India to Norway, in search of new investment opportunities.…
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Video - Energy Utilities Leading Disruption in Carbon Transition
By 17 Aug 2023The energy utilities sector is facing enormous challenges over the coming decades as we undertake the carbon transition. Change, fear, and investors’ perceptions and valuations of energy utility stocks are all attractive rea…
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Video - Psychology Provides the Edge When Navigating Uncharted Waters
ByNikola Dvornak ,16 Aug 2023Nik joined Platinum in 2006 as an analyst in the financials and services sector. He was appointed co-manager of the Platinum European Fund in 2014 and sole manager in 2017. I ... More
Buying travel stocks during the worldwide lockdown was undoubtedly uncomfortable, but often the more uncomfortable the decision, the better the outcome. We are three years down the track from the start of the pandemic, so how did …
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Video - Finding Opportunities Where Others Fear to Tread
ByClay Smolinski ,11 Aug 2023Graduating 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
Buying a company that sells credit data to banks may seem counterintuitive when fears of a recession are high. But that’s exactly the sort of company that appeals to Platinum’s inquisitive and contrarian investment app…
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How Japan Regained Its Mojo
25 Jul 2023The Japanese stock market is booming in 2023, up 21% for the year to date, outperforming all other major developed market indices.[1] Global investors have net-bought ¥7.2 trillion (US$50 billion) this year in a major reversal…
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Video – Three Lessons from the US Banking Crisis
ByAdrian Cotiga ,30 Jun 2023Adrian was appointed co-manager of the Platinum European Fund in April 2021 and sole manager in March 2024. Adrian joined Platinum in 2015 as an investment analyst in the Asia regi ... More
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis, the three lessons to be learned and how Platinum is positioned in global financials. We continue to hold no exposure to US banks, pref…