THE JOURNAL

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

- Quarterly Report for the Platinum Trust Funds
- Macro Overview from Andrew Clifford, CIO
- Will the Pandemic Change our Spending Habits Long Term?

A$20,000 invested in the Platinum International Fund in 1995 would now be worth A$314,548 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 & 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 & 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 & Director, Platinum Asset Management

IMPORTANT NEWS

2020 Fund Distribution

Final distribution figures now available. More

Tweets By @platassetmgmt
Tech giants are diversifying into new and exciting areas, but what does that mean for our personal data? Our portfolio manager, Cameron Robertson, shares his insights on this complex issue and where the team is investing. https://t.co/8KrLN8GXEu #technology #ValueInvesting https://t.co/vFikKC64Lk
Our CEO & CIO Andrew Clifford says “With progress on a vaccine, major Western economies getting back to work and huge stimuli, we are comfortable with less short exposure over the short term but are ready to act if any of a number of things deteriorate”. https://t.co/AcAxwv4hTx https://t.co/hzvpLxfWX8
Catch up on the latest market insights from our portfolio managers and where they are investing during these extraordinary times in the Platinum Quarterly Report: https://t.co/oQYlb3kuPN #investing #equities #markets https://t.co/xzRl3HpBen