THE JOURNAL

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

- Market and coronavirus update
- Investor roadshow presentation
- 1-on-1 with Dr Bianca Ogden on biotechs

A$20,000 invested in the Platinum International Fund in 1995 would now be worth A$334,718 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

Update from Platinum Asset Management

In response to COVID-19, whilst most of Platinum’s staff are working from home, More

Important Update

Webinar and Market Update – 19 March 2020

Following on from our annual roadshows conducted during March, the last remaining adviser roadshows were cancelled and in their place More

Tweets By @platassetmgmt
Clifford : stocks like #ZTOExpress, #WeichaiPower, #TechnipFMC and #FirstQuantum are among those that we think are out of favour.
Our #Sydney #adviser #roadshow has gone #virtual. Keeping people informed in these turbulent times, with the market moving quickly, as the world as we know it changes rapidly, is vital. https://t.co/X2qQ5UPmpa
Latest thoughts from #roadshow #webinar yesterday incl market reaction to #coronavirus and our portfolio response. Dr Bianca Ogden, in house #virologist joins #CIO Andrew Clifford and #Asia fund PM Dr Joe Lai. Hope helpful context for you. Stay well. https://t.co/ljboow1y5m