The Team

As a firm, we owe our success to the support of our clients and the dedication of our staff. Platinum today employs more than 100 professionals, and each one of us is driven by the same core mission – to look after our clients’ money ably and responsibly. This is true not only of our investment team, but is also what steers our client services and operational teams.

 
 

As Platinum’s business grows and expands, we have been recruiting progressively to augment the talent of the firm. The investment team now consists of 28 analysts and portfolio managers (as at 30 June 2021), though since the firm’s inception our investment philosophy has remained unchanged and our methodology consistent. We have refined the structure of the team to ensure that our investment process achieves the optimal combination of individual expertise and accountability with collective acumen and experience. This is realised through several key attributes:

  • Collaboration and cohesion – our analysts and portfolio managers are organised into several sector/regional teams, with the investment ideas generated by each team feeding into various portfolios. These sector/regional teams are supported by a group of quant analysts and dealers who analyse macroeconomic data, monitor market sentiments, and contribute both stock ideas and execution strategy using quantitative tools. Our portfolio managers are first and foremost analysts and continue to research stocks. This organisational structure, including having all of our team members located in a single office, is designed to foster a collaborative environment and promote the free flow of information between analysts with different geographic and industry specialisations while also ensuring that everyone maintains a clear research focus and accountability. Regular intra- and cross-sector team meetings and the use of digital information repositories facilitate the open exchange of insights and sharing of resources which are critical to making investment decisions within a global context and for the avoidance of myopic biases.
  • Diverse backgrounds and unconventional thinking – our team includes analysts from a broad range of professional and cultural backgrounds, bringing with them unique industry experience, be it biomedical research or mining engineering, and varied perspectives. We encourage – in fact, require – idiosyncratic thinking from our analysts in order to pin-point what the market may have missed.
  • Longevity and continuity – Three of the four founding members of the investment team from 1994 continue to serve clients by investing. They also play an active role in mentoring newer members of the team and passing down Platinum’s values as well as the craft and know-how. It is true that over the years we have seen analysts come and go – not everyone is suited to our investment style. But we have also had plenty of talents coming through the ranks – all of our portfolio managers have been promoted organically from within the team. Members of the investment team have on average been with the firm for more than nine years while the eight portfolio managers’ average tenure with the firm is 16 years (as at 30 June 2021).
 

Portfolio Managers

  • Andrew Clifford
    Chief Executive Officer, Co-Chief Investment Officer & Portfolio Manager
    Andrew Clifford, BCom Hons (UNSW), Dip (FINSIA)

    Andrew 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 uncovering the overlooked gems in the stock market. Andrew believed that irrational market sentiments and the consequential short-term volatility can often lead to opportunity in companies whose true worth is temporarily under-appreciated. The approach worked for Andrew at Bankers Trust where the BT Select Market Trust – Pacific Basin Fund that he managed was a great success, and he has been applying and refining the same methodology over 25 years to generate strong returns for Platinum’s investors.

    Since taking over the role of Chief Investment Officer in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient. Andrew’s investment experience at Platinum has included managing/co-managing the Platinum International Technology Fund, the Platinum Asia Fund and the Platinum International Fund.  He currently co-manages Platinum’s Global strategies and Asia ex-Japan strategies.  Andrew took over the role of Chief Executive Officer of the Platinum Group in July 2018. 

  • Clay Smolinski
    Co-Chief Investment Officer & Portfolio Manager
    Clay Smolinski, BCom (Murdoch)

    Graduating 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 analyst at Platinum in 2006, Clay went on to manage the Platinum European Fund in 2009 and become sector lead of the financials and services team. Clay currently manages the Platinum Global Fund (Long Only) as well as co-manages Platinum’s Global strategies alongside Andrew Clifford. He is the leader of the technology and communications sector team.

    Clay was promoted to co-Chief Investment Officer in April 2021.

  • Nikola Dvornak
    Portfolio Manager
    Nikola Dvornak , BCom Hons (Auckland), MCom Hons (Melbourne)

    Nik 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. In April 2021, Nik became a co-manager of Platinum’s global strategies along with Andrew Clifford and Clay Smolinski.  He remains co-manager of the Platinum European Fund and continues to cover the financials and services sector.

    Before joining Platinum, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority (APRA) and Commonwealth Securities.
     

  • Dr Bianca Ogden
    Portfolio Manager
    Dr Bianca Ogden, MBio (Tübingen), PhD (University College London)

    Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the pharmaceutical and biotech industry give her a unique ability to delve deeply into the fundamentals of healthcare companies and identify those with a solid foundation in scientific research.

    Bianca has been the portfolio manager of the Platinum International Health Care Fund since 2007 and leads the healthcare sector team. Prior to joining Platinum, Bianca worked at Swiss pharmaceuticals company, Novartis, researching new HIV drugs. Bianca went on to complete a PhD at UCL, investigating Kaposi’s sarcoma-associated herpesvirus. She then joined Johnson & Johnson in Australia as a molecular biologist, researching new drug targets in oncology.

  • James Halse
    Portfolio Manager
    James Halse, CFA, BA, LLB Hons, LLM Hons (Auckland)

    Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the Platinum International Brands Fund in 2017, as well as heading up the consumer sector team. In April 2021, Jamie was appointed as portfolio manager for the Platinum Japan Fund overseeing Platinum’s Japan and Korean strategies.

    Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a keen interest in investing. Working as a tax consultant at Deloitte gave him exposure to the challenges of company strategy and strengthened his resolve to become a professional investor. Prior to Platinum Jamie spent several years as an equity analyst at CP2 (formerly Capital Partners).
     

  • Cameron Robertson
    Portfolio Manager
    Cameron Robertson, CFA, BSc Hons (USyd), MAppFin (Macquarie)

    Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors.

    In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex Japan strategy. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.

  • Alessandro Barbi
    Portfolio Manager
    Alessandro Barbi, BBus Adm Hons (Bocconi University, Milan), GradDip AppFinInv (FINSIA)

    Alex is an industry veteran and a long-time member of the Platinum team. After spending five years honing his skills as an investment analyst with a focus on the telecommunications and IT sectors, Alex was appointed the portfolio manager of the Platinum International Technology Fund in 2003.

    Alex began his professional career as an investment analyst at Istituto Mobiliare Italiano, where he progressed through various corporate finance and funds management roles. After coming to Australia, Alex worked as a manager in the corporate finance department at Coopers & Lybrand before joining Platinum in 1998.

  • Adrian Cotiga
    Portfolio Manager
    Adrian Cotiga, BCom (Romania), MCom (UNSW)
    Adrian was appointed co-manager of the Platinum European Fund in April 2021. Adrian joined Platinum in 2015 as an investment analyst in the Asia regional team. In December 2019, he moved to the financials and services sector team and continues as team leader.
     
    Previously, Adrian worked as a program manager at Lloyds Banking Group and Westpac. Prior to that, Adrian had spent several years in management consulting roles at PricewaterhouseCoopers and Capgemini.

Analysts

Industrials and Resources

  • Liam Farlow
    Senior Investment Analyst
    Liam Farlow, BEng Hons, BCom (UoW), MBA (AGSM)

    Liam joined Platinum in 2014 as an investment analyst covering energy and industrial companies. Previously, Liam worked at Macquarie Group as an equity analyst specialising in materials as well as in equity derivatives at Westpac. Prior to that, he had held a variety of engineering and commercial roles at BlueScope Steel and BHP Billiton.

    Liam leads the industrials and resources sector team at Platinum.

  • Jodie Bannan
    Senior Investment Analyst
    Jodie Bannan, CA, BCom (USyd)
    Jodie joined Platinum in 2017 as an investment analyst in the industrial and resources sector team. Previously, Jodie worked at Macquarie Securities as a small caps analyst as well as in the chemicals, paper/packaging team. Prior to this, Jodie worked at Ernst & Young in the Audit division.

Technology and Communications

  • Kevin Chan
    Senior Investment Analyst
    Kevin Chan, CFA, BEng Hons1, BSc (USyd)

    Kevin joined Platinum in 2011 as an investment analyst on the technology and communications sectors. His technical expertise and first-hand industry experience give him a firm grasp over the workings of technologies and technology companies, be they in the space of enterprise software, cloud computing or semiconductors.

    Kevin previously worked as a software engineer and business analyst in the biomedical, telecommunications and financial services industries.

  • Matthew Berry
    Investment Analyst
    Matthew Berry, BCom/BA (University of Sydney)
    Matthew joined Platinum’s technology and communications team as an investment analyst in 2019, having worked as an intern at Platinum in 2018. Prior to this, Matthew had spent time working and studying in Jakarta, Tokyo, Santa Barbara and Beijing. Prior to joining, he had also interned at Merlon Capital partners and Macquarie Group. Matthew is conversationally proficient in Cantonese.

     
  • Jimmy Su
    Senior Investment Analyst
    Jimmy Su, CFA, BCom (USyd)

    Jimmy joined Platinum in 2017 as an investment analyst in the consumer team. In April 2021, Jimmy moved to the technology and communications team. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the Markets and Research team there. Prior to Joining BT, Jimmy was an associate analyst and later a credit strategist at Morgan Stanley Wealth Management.
     

Financials and Services

  • Jim Fawcett
    Senior Investment Analyst
    Jim Fawcett, CFA, BCom (McMaster), MBA (McGill)

    Jim joined Platinum in 2016 as an investment analyst in the financial and services team. Prior to this, Jim held a variety of roles in industry at the Canadian Imperial Bank of Commerce, Capgemini Consulting, Caltex and the Commonwealth Bank. Raised in Canada, Jim gained international experience by living in Ireland and the Netherlands prior to relocating to Australia.

  • Constance Zhang
    Investment Analyst
    Constance Zhang, BA, LLB (Hons 1) (USyd), GDLP (College of Law)
    Constance joined Platinum’s investment team as an investment analyst in March 2019, covering the health care sector. In September 2020, she joined the financial and services sector team. Prior to that, she served as a communications officer at Platinum and authored several thought pieces and original articles published in The Journal on Platinum’s website. Before joining Platinum, Constance was an Australian and US dual-qualified corporate lawyer and practised both in Sydney and overseas.
     

Consumer

  • James Foreman
    Investment Analyst
    James Foreman, BCom/BA (University of Auckland)
    James joined Platinum as an investment analyst in the consumer team in 2019. Prior to this, James was at Columbia Threadneedle Investments in London from 2012 where he started as a client portfolio analyst before moving to an equity analyst role in 2015. James has also held roles at Ironbridge Capital as portfolio analyst, Dixon Advisory Limited as an investment analyst and Ernst & Young Limited in Auckland as a consultant in their Advisory Services team. 
     
  • Craig Pan
    Investment Analyst
    Craig Pan , B. Acc (UTS Sydney)

    Craig Joined Platinum as an investment analyst in the consumer team in 2021. Prior to this, Craig held a number of internships including with Macquarie Group in their Commodities & Global Markets Team, Pengana Capital in their Australian Equities Team and First Sentier.

     

Health Care

  • Toby Harrop
    Investment Analyst
    Toby Harrop, BCom Hons (Melbourne)

    Toby was a member of the original Platinum team. He began his career as a graduate trainee at Bankers Trust in the early 1990s. As a founding member of Platinum’s investment team, Toby was responsible for covering European companies and supervised currency strategy. Toby was the portfolio manager of the Platinum European Fund from the fund’s inception in 1998 until 2009 when he departed from the firm to live in Europe. Toby re-joined Platinum in 2014 as an analyst in the health care sector team.

  • Zoe Middleton
    Investment Analyst
    Zoe Middleton, BCom (USyd)

    Zoe joined Platinum in 2018 as an investment analyst in the health care sector team, after having spent some time at Hunter Hall as an equity analyst. Prior to joining the investment management industry, Zoe worked at several global fashion houses, including Chanel in London, Boutique 1 in Dubai as well as Sass & Bide and David Jones in Sydney, gaining extensive experience in merchandising

  • Lisa Worley
    Investment Analyst
    Lisa Worley, B App Sc (Hons) B Forensic Science (Canberra)

    Lisa joined Platinum in 2021 as an investment analyst in the health care sector team, having previously worked as an intern at Platinum. Whilst completing her study, Lisa worked as a research assistant, pathology assistant and private tutor at the University of Canberra.  Lisa has recently submitted her thesis for her Doctor of Philosophy (PHD) at University of New South Wales, The Garvan Institute of Medical Research.

Regional Specialists

  • Jack Cao
    Senior Investment Analyst
    Jack Cao, BCom Hons (UNSW)

    Jack joined Platinum in 2010 as an investment analyst. He previously worked as a private equity investment professional with WH Soul Pattinson and, prior to that, he worked in corporate advisory, advising private equity funds on due diligence. Jack covers companies in the Asia (ex-Japan) region. He is a fluent speaker of Mandarin and the cultural familiarity allows him an in-depth understanding of the trends and conditions in modern China.

  • Kirit Hira
    Senior Investment Analyst
    Kirit Hira, BEng, BCom (Melbourne)

    Kirit joined Platinum in 2016 as an investment analyst in the industrials and resource sector team. In December 2019, he joined the Asia regional team. Previously, Kirit spent eight years at Macquarie Group as an oil and gas analyst covering the Australian energy sector and global gas markets. Prior to that, Kirit had worked at AMP Capital in Sydney and completed an internship at ExxonMobil in Melbourne.

  • Philip Sellaroli
    Investment Analyst
    Philip Sellaroli, BA, BCom Hons (Monash)
    Philip joined Platinum as a trader and analyst in 2017.  In April 2021, Philip was appointed as an investment analyst in the Asia regional team, having concentrated on analysis of Asian stocks in his previous role. Prior to joining Platinum, Philip worked as a trader at Credit Suisse and Macquarie in both Australia and Japan.

Quant

  • Sava Mihic
    Head of Quant
    Sava Mihic, CFA, BCom Hons (Auckland)

    Sava joined Platinum in 2015 as a quantitative analyst, having previously worked as an analyst in the Equities and Alternative Assets division of Challenger Limited. At Platinum, Sava leads the team of quant analysts. His role is focused on providing quant and macro support to the investment team, which includes regularly contributing investment ideas by highlighting the interesting companies or sectors identified through quant tools.

  • Darren Lee
    Quant Analyst
    Darren Lee, CFA, BEng Hons (UNSW), GradDip AppFin (FINSIA)

    Darren joined Platinum in 2009 as a quantitative analyst, having previously worked as a risk manager at global equity fund manager, Ellerston Capital. His experience also includes working as a trading system developer at Macquarie Bank ISD. At Platinum, Darren’s role is to provide quant and macro support to the investment team, including monitoring global, regional and industry trends and contributing macroeconomic analysis.

  • James Bullock
    Quant Analyst
    James Bullock, BCom Hons (Auckland)

    James joined Platinum in 2018 as a quantitative analyst after completing his Masters of Commerce in Finance. Previously, James worked with Miracle Computers where he not only worked on the setting up and maintenance of private and corporate computer networks, but also managed sales, client servicing and other operational responsibilities.

Traders

  • Ricardo Nemirovsky
    Head of Trading
    Ricardo Nemirovsky, MEng (UBE), MBA (NYU)

    Ricky joined Platinum’s investment team in 2004, having previously worked as an emerging markets trader at Morgan Stanley and Deutsche Bank in New York. At Platinum, Ricky oversees the team of traders and analysts. His role includes executing market orders, monitoring market movements and sentiments, as well as working with the investment team on investment strategy and execution.

    The dealer team plays an important role in helping the portfolio managers and analysts to better pinpoint opportunities in the market at any given time and highlighting the herding nature in stock markets.

  • Troy Augustus
    Trader & Analyst
    Troy Augustus, BMath Finance (UoW)

    Troy has been a trader and analyst in Platinum’s investment team since 2010. Before moving into the trader role, Troy had worked at Platinum for five years in both administrative and senior portfolio accounting roles, which equipped him with an understanding of the back-office functions and the importance of seamless interfacing between them and the front-office dealers and portfolio managers. Troy’s current role includes executing market orders, monitoring market movements and sentiments, as well as working with the investment team on investment strategy and execution.

  • Scott Edwards
    Trader & Analyst
    Scott Edwards, BCom (Notre Dame College, USA)
    Scott was appointed as a trader and analyst in Platinum’s investment team in April 2021. Before moving into this role, Scott had worked at Platinum for four years in both unit registry and portfolio accounting roles, which equipped him with an understanding of the back-office functions. Scott’s current role at Platinum includes executing market orders, monitor market movements and sentiments, as well as working with the investment team on investment strategy and execution.

Client Team

  • Elizabeth Norman
    Investor Services and Communications Director
    Elizabeth Norman, BA (Canberra), GradDip Financial Planning (FINSIA)

    Liz has been an integral part of the investor services and communications team since Platinum’s founding and has been the company’s link with our clients from the very beginning.

    Liz began her career at Bankers Trust, working on new product development, and later joining the retail funds management team where she worked closely with Kerr and Andrew. She joined Platinum in February 1994 as Investor Services and Communications Manager.

    Liz’s appointment to the Board in 2013 as Director of Investor Services and Communications reflects the firm’s ever-greater focus on its widening client base and a strong commitment to supporting retail and institutional clients with dedicated investment specialists.

  • Douglas Isles
    Investment Specialist (Retail)
    Douglas Isles, FFA, FIAA, MA Math (Trinity College, Cambridge)

    An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that, as an investment manager at Aegon Asset Management in Edinburgh. Mathematical prowess was not Douglas’ only forte. His gift for communication and his convivial nature soon earned him the additional responsibility of handling presentations to advisers and clients.

    Douglas left Platinum in 2008 to relocate to Singapore where he made a significant contribution to developing Standard Chartered Bank’s equity broking business.

    Having re-joined Platinum in 2013 as an investment specialist, Douglas now dedicates himself to serving as a bridge between Platinum’s investment team and the financial advisory community.

  • Julian McCormack
    Investment Specialist (Retail)
    Julian McCormack, BEco Hons1 (USyd), MAppFin (Macquarie)

    Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world.

    Upon returning he spent eight years working in metals and mining equity research and investment banking at Credit Suisse before founding a company in minerals exploration.

    Julian re-joined Platinum in 2014 as an investment specialist and works to help clients stay informed, as well as working with the basic industries analytical team.
     
     

  • Dean McLelland
    Investment Specialist (Retail)
    Dean McLelland, CFA, BCom (UNSW), GradDip AppFin (FINSIA)

    Dean was formerly an investment analyst at Platinum, covering Japanese companies and being involved in the implementation of currency strategy. Prior to that, he had also served in the Investor Services team for some time. During those initial six years with Platinum, the exposure to different roles gave him a unique perspective not only on how Platinum’s investment approach is put into practice, but also on clients’ perception of that approach as well as some of the concerns and misunderstandings they may have.

    After several years away, Dean re-joined Platinum in 2016 as an investment specialist, putting to good use both his first-hand experience as an analyst as well as the insights gained from his Investor Services days.

  • Henry Polkinghorne
    Investment Specialist (Retail)
    Henry Polkinghorne, BEco (USyd)
    Henry joined Platinum in April 2019 as an Investment Specialist.  Prior to this, Henry worked at Goldman Sachs where he held the position of Executive Director, Australian Equity Sales from October 2015, initially in their Hong Kong office before relocating back to Sydney in 2016.

    Henry also previously worked at J.P. Morgan for eight years in both Sydney and Hong Kong as Vice President, Australian Equity Sales & Execution from 2007 to 2015.

    His extensive local and offshore equities experience and ability to develop strong relationships with clients are valuable assets for his role as an Investment Specialist within the client team.

    Henry holds a Bachelor of Economics and has completed CFA Level I.
     
  • Charles Brooks
    Investment Specialist (Institutional)
    Charles Brooks, BA Hons (Manchester), MAppFin (Macquarie)

    Charles joined Platinum in 2014 as an investment specialist. Having previously worked in similar capacities at IFM Investors and Northward Capital / nabInvest, he brings with him a wealth of knowledge about the specialised needs, objectives and processes of institutional investors.

    Charles began his career in finance at Morgan Grenfell Asset Management in London. After backpacking around the world, he settled in Sydney and took up investment analyst and fund management roles at United Funds Management and later at MLC Investment Management.

    At Platinum, Charles’ role focuses on serving as a conduit between our investment team on the one hand and our institutional clients and asset consultants on the other.

  • Jan van der Schalk
    ESG (Environmental, Social and Governance) Investment Specialist
    Jan van der Schalk, MSc London School of Economics, BA (Hons) (Wales)
    Jan joined Platinum in 2021 as an ESG (Environmental, Social and Governance) investment specialist.
    Prior to Platinum, Jan has had a varied career across various financial markets: he has been Insurance & Diversified Financials analyst for both Ausbil Investment Management and CLSA Australia (where he was also Head of ESG). Jan came to Australia in 2001 and set up IAG Re (part of IAG) and subsequently headed up Asset Management and Reinsurance at IAG, as well as being a member of the Executive Team. Prior to coming to Australia, he worked in Bermuda as part of the team which set up Tempest Re (1994) which was subsequently bought by Chubb Insurance. Jan is fluent in Dutch
  • Beverley Thomas
    Investor Services Manager
    Beverley Thomas, .
    Beverley joined Platinum in February 2003 as an investor services team member, having previously worked for Merrill Lynch Investment Management in London in administration and customer service roles.

    At Platinum, Beverley became investor services manager in 2019 and has responsibility for the team dealing with our client queries.
     

Business Management Team

  • Andrew Stannard
    Finance Director
    Andrew Stannard, BMgt Hons (Waikato), GradDip AppFinInv (FINSIA)

    Andrew joined Platinum as Finance Director in August 2015. Prior to that, he held the position of Chief Financial Officer for the Asia-Pacific region at AllianceBernstein.

    Andrew has more than 25 years of finance experience with expertise in audit, financial control, operations, funds management, financial services regulation and corporate governance. He is a chartered accountant.

  • Joanne Jefferies
    General Counsel and Group Company Secretary
    Joanne Jefferies, BCom, LLB (University of Natal)

    Joanne is an English law qualified solicitor with more than 21 years of legal experience in the asset management and securities services sectors, in England and across Asia Pacific.

    Joanne joined Platinum in October 2016 as General Counsel and Group Company Secretary, having spent the previous six years at BNP Paribas Securities Services as Head of Legal Asia Pacific, Company Secretary for all Australian subsidiaries and a member of the Asia Pacific Executive Committee. Joanne has previously held senior legal positions with Russell Investments, Morley Funds Management (Aviva Investors) and Lord Abbett, and served as the General Counsel for the UK’s funds management industry association, the Investment Association.

  • Matthew Githens
    Chief Compliance Officer
    Matthew Githens, CA, BCom (UoW)
    Matt joined Platinum in November 2015 as Chief Compliance Officer, having worked previously at Macquarie Group as the Head of Compliance for the Macquarie Asset Management division and, prior to that, in KPMG’s Risk Advisory practice.
  • Tim Hargreaves
    Head of Finance
    Tim Hargreaves, CA, BCom (USyd)

    Tim joined Platinum as Head of Finance in April 2020. Prior to that he held position of Deputy Chief Financial Officer at Magellan. Tim previously held senior finance positions with Fidelity International, Liquid Capital and KPMG. He is a chartered accountant.
     

  • Michael Jones
    Head of Registry Operations
    Michael Jones, BSc (Macquarie)
    Michael joined Platinum in March 2002 as Unit Registry Manager. Previously he had worked in London at Goldman Sachs International as an operations analyst on the dealing desk and in shareholder services.
  • Robert Sidoti
    Head of Business Solutions
    Robert Sidoti, CA, BCom (Accounting & Finance) (UWS)
    Robert joined Platinum in April 2006 as a corporate accountant before taking on the role of Operations Manager in 2011. Previously, Robert held the positions of financial accountant at Aussie Home Loans and business services supervisor at PKF Chartered Accountants and Business Advisers.
  • Paul Frampton
    Head of Investment Operations
    Paul Frampton, Diploma Financial Markets (FINSIA)
    Paul joined Platinum in January 2001 as Portfolio Accounting Manager. He previously worked as an investment operations analyst at Barclays Global Investors.
  • Andy Kirwan
    Head of Technology
    Andy Kirwan, BSc Hons (London)
    Andy joined Platinum in August 2013 as Head of Technology. Prior to that, Andy was the head of IT at IAG Asset Management and had held various roles at RBC Dexia Investor Services and Datastream International (London).
  • Kelley Gibson
    Head of Human Resources
    Kelley Gibson, Diploma Human Resource Management (AHRI)
    Kelley joined Platinum in April 2017 in the role of Human Resources Manager, having spent the last four years with Nikko Asset Management as HR Manager. Prior to that, Kelley worked at AllianceBernstein in Human Resources for more than 10 years after spending time working in the recruitment and hospitality sectors in Melbourne, the UK and China.

Founders

  • Kerr Neilson
    Non-Executive Director
    Kerr Neilson, BCom (University of Cape Town)

    Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for investors. The emphasis was on continuing the successful investment approach he had employed previously. This entailed building portfolios of misunderstood companies that were experiencing change or mispricing due to transient factors or intuitive biases applied by market participants at large. By investing in companies around the world, unconstrained by index weighting or other pre-determined allocation parameters, Platinum owned genuinely differentiated portfolios and produced outstanding investment returns.

    From day one Kerr and the team eschewed the use of hard selling techniques, maintaining that if our performance can withstand the test of time, there should never be a need for such tactic; whereas, if Platinum fails to generate satisfactory returns for investors, then the firm should not continue. Prior success, notably, sidestepping the 1987 crash, ensured that from the outset there were willing investors prepared to give Kerr and his team sufficient support to gradually build the business and, fortunately, Platinum’s performance over the years has proven the longevity of our approach.

    As Platinum’s investment philosophy and process became systematically inculcated within the team, Kerr stepped down as the Chief Investment Officer in 2013, and has over time handed over his various portfolio management responsibilities to other global portfolio managers in the team.

    With the full endorsement of the Board, Mr Neilson handed over the role of Managing Director and Chief Executive Officer of the Platinum Group to Andrew Clifford on 1 July 2018. From this time until August 2020, he remained an Executive Director and also worked as an analyst on the generation of investment ideas within the investment team. From 31 August 2020, Mr Neilson became a Non-Executive Director of Platinum. 

    The benefits of Kerr’s endeavours over the decades are also being felt beyond Platinum’s investors as the Neilson Foundation pursues its mission of social inclusion.

  • Andrew Clifford
    Chief Executive Officer & Co-Chief Investment Officer
    Andrew Clifford, BCom Hons (UNSW), Dip (FINSIA)

    Andrew 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 uncovering the overlooked gems in the stock market. Andrew believed that irrational market sentiments and the consequential short-term volatility can often lead to opportunity in companies whose true worth is temporarily under-appreciated. The approach worked for Andrew at Bankers Trust where the BT Select Market Trust – Pacific Basin Fund that he managed was a great success, and he has been applying and refining the same methodology over 25 years to generate strong returns for Platinum’s investors.

    Since taking over the role of Chief Investment Officer in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient. Andrew’s investment experience at Platinum has included managing/co-managing the Platinum International Technology Fund, the Platinum Asia Fund and the Platinum International Fund.  He currently co-manages Platinum’s Global strategies and Asia ex-Japan strategies.  Andrew took over the role of Chief Executive Officer of the Platinum Group in July 2018. 

  • Toby Harrop
    Investment Analyst
    Toby Harrop, BCom Hons (Melbourne)

    Toby was a member of the original Platinum team. He began his career as a graduate trainee at Bankers Trust in the early 1990s. As a founding member of Platinum’s investment team, Toby was responsible for covering European companies and supervised currency strategy. Toby was the portfolio manager of the Platinum European Fund from the fund’s inception in 1998 until 2009 when he departed from the firm to live in Europe. Toby re-joined Platinum in 2014 as an analyst in the health care sector team.