Recent articles
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Market Powers on Despite Uncertain Times
ByAndrew Clifford ,13 Sep 2021Andrew 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 uncov ... More
Investment performance is a critical driver of the performance of our business. Over the last 12 months, our funds produced strong absolute returns. This has been achieved in an investment environment that remains highly unce…
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In Focus: China
By 11 Aug 2021In this short video, Julian McCormack, Cameron Robertson and Charles Brooks discuss China’s recent policy initiatives and why Platinum continues to see opportunities. Resultant impacts and a dynamic system can favour those w…
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China: Time to Run or Time to be Bold?
ByAndrew Clifford ,03 Aug 2021Andrew 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 uncov ... More
Recent activity from Chinese regulators and the response from markets is testing the resolve of investors. With over 30 years’ experience in covering and investing in the country, our assessment is that this presents another…
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China’s Societal Change: Centralised Command and Capitalist Entrepreneurs
By 07 Jul 2021The focus and behaviour of commentators and investors often reflect their assumed knowledge and individual experience. These factors, if not guarded against, create natural biases that are not easy to overcome. Perhaps, this is no…
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Milk: A Nourishing Option for Investors
30 Jun 2021The milk, yoghurt, cheese and dairy industry might be viewed as well-established, perhaps even dull, but it actually has rather a lot going on. On a per capita basis, Australians consume about 97 litres (L) of milk per year, along…
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Video – Platinum’s Four Guiding Investment Principles
ByClay Smolinski ,29 Jun 2021Graduating 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
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&rsquo…