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. But it is his.. More
Clay Smolinski, co-portfolio manager for the Platinum International Fund and portfolio manager for the Platinum Unhedged Fund explains why there is a growing valuation divergence between growth and value stocks, how Platinum is responding, and why he expects the value-based approach will return to favour.
Podcast - Value vs Growth
Audio - 30 June 2019 Quarterly Report
Macro Overview - June 2019