The Journal

Recent articles

  • Audio – 31 March 2020 Quarterly Report

    By
    Douglas Isles,
    User

    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

    05 May 2020

    An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now available. The podcast narrates a business update from our MD and CIO, Andrew Clifford, followed by a brief update on each of...

  • Market Update - 30 April 2020

    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

    30 Apr 2020

    Today, our flagship Platinum International Fund reached its 25-year milestone. Over that time span, the results have been impressive, yet managing money is about looking forward, not back. Reflecting is, however, important and the current portfolio positioning is a function of decisions taken...

  • In Technology we Trust. Or do we?

    By
    Cameron Robertson,
    User

    Cameron joined Platinum in 2010, having worked as an equity analyst at CP2 (formerly Capital Partners) for several years. At Platinum, he has covered a wide range of companies.. More

    22 Apr 2020

    The technology sector is facing heavy scrutinisation and the threat of increased regulation. At the same time, tech giants are diversifying into new and exciting areas. Should we avoid or embrace their progress? At what cost to our personal data? Cameron Robertson, portfolio manager at Platinum...

  • Venturing to the Dark Side in Food Delivery

    By
    Jimmy Su,
    User

    Jimmy joined Platinum in 2017 as an investment analyst. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the.. More

    21 Apr 2020

    The emergence of ‘dark kitchens’ is the latest ‘disruptor’ in the food delivery sector. Will it mean the end of the traditional bricks and mortar restaurants and what will it take to be a ’survivor’ or a ‘thriver’? Jimmy Su, investment analyst at...

  • Market Update - 21 April 2020

    By
    Andrew Clifford,
    User

    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

    21 Apr 2020

    The last four weeks has seen a rapid rebound from one of the sharpest falls in market history and yet, in our flagship global fund, the Platinum International Fund, we have remained conservatively positioned.  This update explains why we remain comfortable with such a position.

  • COVID-19: Demystifying this Frightening Disease

    By
    Dr Bianca Ogden,
    User

    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

    17 Apr 2020

    The COVID-19 (coronavirus) pandemic has shaken the global population to its core. The personal toll is enormous, and the fear, immense. In this special feature I will explain what the virus is, what makes it unique and the progress that has been made in developing a treatment and vaccine. The...

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