The Growing Valuation Divergence Between Growth and Value Stocks

By
Clay Smolinski,
User

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

29 Aug 2019

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.