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
We are certainly living through an extraordinary period. As restrictions are being eased in much of the developed world, we provide an update on our view on markets, how the portfolio is positioned and performance.
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
In recent years, investors have crowded into predictable equities that look like bonds, be they defensive companies with stable cash flows or strong growth companies acting as long duration zero-coupon bonds. As bond yields fall, the logic goes that lower discount rates lead to higher equity...
Our net exposure to markets in the portfolio is often seen as a guide to how we feel about the world, though one must be careful not to confuse a net exposure of 85% in the flagship portfolio, the Platinum International Fund, as indicative of unbridled optimism (94% long, 9% short as at 27 May...
Automakers are likely to be among the businesses most acutely impacted by COVID-19. Over the next 12 months, most will likely rack up multi-billion-dollar losses that we will read about on the front pages of the financial press. However, accounting losses only tell half the story. Chief...
Moderna is a US biotech company that some Platinum funds have owned since its IPO in late 2018 (bought at US$23), and have added since, most notably in a placement early this year (at US$19). Last night, the company announced positive data on its phase one trials for its vaccine ...
Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis.. More
The global healthcare sector has undergone significant change over the past 20 years with more to come, largely driven by advances in the dynamic biotech sector. Involved in such things as antibody therapies, protein engineering, gene editing, immunology and diagnostic tools, the biotech...
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