CEO Kerr Neilson & CIO Andrew Clifford provide an update on global markets and portfolio positioning at the 2017 AGM of Platinum Capital Limited (ASX:PMC) held in Sydney on 26 Oct 2017.
Having introduced the ideas of Ben Darwin around ‘cohesion’ and its impact on teams, this video looks at the journey of Platinum’s investment team over the last 23 years...
Earlier this year we introduced Ben Darwin’s insightful work on how relationships within teams (‘cohesion’) are important drivers of success or failure, and often overlooked...
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.. More
Over these past 20 years, some Asian economies such as China and India have been growing physically by 6-7% a year. At that rate of growth, the nominal size of an economy doubles every 10 years, which makes these economies four times the size that they were in the days of the 1998...
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
China’s "supply side" reform measures are beginning to bear fruit and have far-reaching impact, deserving the attention of global investors.
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
James Halse, Portfolio Manager, discusses the key investment themes in the Platinum International Brands Fund and some of the ideas that have contributed to the fund's recent performance.
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