THE JOURNAL

Keep up-to-date with the latest issues and our viewpoint:

- Video – 2021 Investor Presentation
- Macro Overview from Andrew Clifford, Co-CIO
- Latest Quarterly Report for the Platinum Trust Funds

   

A$20,000 invested in the Platinum International Fund in 1995 would now be worth A$390,539 1, 2

Reflections on investing

Ever found yourself misjudging someone on first impressions?

Stocks are the same – take a careful look before you leap to a conclusion.

One of Australia’s most trusted international investment managers

Why invest in international equities

Why invest in international equities

Reasons to invest with Platinum

Reasons to invest with Platinum

Be an instinctively better investor

Be an instinctively better investor

"When you buy a stock, you become part-owner of a living organism. ‘Your’ company is a team of people with certain leadership, values, energy and personality. You need to understand what makes it tick, rather than focus on numbers alone."

Kerr Neilson

Founder & Non-Executive Director, Platinum Asset Management

"The significance of initial valuation to total return should not be underplayed. A higher valuation at the time of investment not only reduces the initial earnings and dividend yield the investor receives, but also reduces the margin of safety. The higher the starting valuation, the greater the risk that a downward ‘re-rating’ will overwhelm the company’s growth in earnings."

Andrew Clifford

Co-Founder, CEO & Co-CIO, Platinum Asset Management

"The market is driven by fashion, fear and greed. These are deeply etched aspects of the human psyche and we try to control our own and exploit others'."

Kerr Neilson

Founder & Non-Executive Director, Platinum Asset Management

IMPORTANT NEWS

Video – 2021 Investor Presentation

Platinum recently completed its 2021 investor and adviser presentation. A video of the investor presentation has now been released for viewing. More

IMPORTANT NEWS

Fund Manager of the Year Awards 2020

Congratulations to Dr. Bianca Ogden, who has won the Best Performing Fund with a Woman in a Leadership Role. More

Tweets By @platassetmgmt
McCormack : fiscal response to GFC was..... #austerity ex China while in 30s had both monetary & fiscal stimulus. Today, we have both...the next few years will not be like the last decade..... @PortfolioForum #investing
Looking for the latest insights from the Platinum portfolio managers? Our quarterly report, providing a macro update plus key investment themes such as travel and biotech, is available online or via a podcast featuring @douglasIsles. https://t.co/AmgKK1eVPL #Equities https://t.co/CKvVNgLZNE
“In 30 years of investing I have learnt the significance of the initial valuation to total return should not be underplayed. The higher the starting valuation, the greater the risk that a downward ‘re-rating’ will overwhelm the company’s growth in earnings.” Andrew Clifford, CIO https://t.co/oXDCxWw6Tu