Nick joined Platinum in 2017 as an investment analyst in the consumer sector team. Nick previously worked for Morgan Stanley and Credit Suisse in analyst positions. More
Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years ago, when humans began using shaped pieces of wood to move over frozen wetlands. The modern leisure ski industry, however, only emerged after WWII, spurred by improvements in technology (boots...
It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More
When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer. Portfolio manager, Dr Joseph Lai shares his excitement for the...
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.. More
An audio recording capturing the highlights of Platinum’s June 2020 Quarterly Report is now available. The podcast provides a macro overview and update of the flagship Platinum International Fund, plus insights on each...
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
The investment narrative around travel is understandably negative right now, but therein lies the opportunity. Recessions, wars and technological change have not thwarted the industry’s impressive growth in the past 50 years, but will it be different this time? Portfolio manager, Clay...
Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of.. More
Stimulus Fuels Breakdown Between Markets and Economic Reality
The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from their mid-March lows to be just...
Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a more entrepreneurial bent and a keen interest in investing.. More
In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns of movement, our consumption habits, and our daily exercise and culinary routines. These adjustments have had a major...
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