Video - Pandemic-Hit Travel Sector Gives Rise to Opportunity

Nikola Dvornak ,

Nik joined Platinum in 2006 as an analyst in the financials and services sector.  He was appointed co-manager of the More

06 Jan 2022

Investing in the travel sector at the beginning of the pandemic may have seemed a crazy idea for some, but not for long-term investors like Platinum. Our investment in the deeply out-of-favour sector in March 2020 is a perfect example of Platinum’s investment philosophy in action. Before taking the plunge, however, there were three questions that needed to be answered, as portfolio manager Nik Dvornak explains.

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