Curious Investor Behaviour

Reflections on Investment

It’s all about YOU
In this 10-minute audio clip, Douglas Isles, Investment Specialist and actuary by training, takes...
Solving the Retirement Riddle
The risk of running out of money in retirement is one of our greatest investment concerns. While...
No Pain, No Gain
At the core of Platinum’s investment approach is a desire to go against the crowd, as we believe...
Using Data to Enhance a Fundamental Investor’s Edge
Excerpt from a speech presented by Douglas Isles, Investment Specialist at Platinum to the...
Building a Champion Team
Douglas Isles provides his latest thoughts on cohesion and its role in building better-performing...
Thinking like a Private Owner
During Platinum’s 2019 Roadshow, CIO Andrew Clifford used a real life example to demonstrate how...
Our Own Worst Enemies
How does investor behaviour impact the performance of asset management businesses and how does...
Platinum Asset Management Supports Action to Remove Ushioda and Yamanashi from Lixil Board of Directors
Platinum Asset Management, an ASX-listed global fund manager with approximately AU$26 billion in...
Proposal to remove refundable franking credits can adversely impact LIC investors
Proposal to remove the refund of tax paid on franking credits would result in an uneven playing...
Earnings Yield As An Estimate For Expected Returns
Douglas Isles studies the long-term returns of the US market to investigate whether earnings yield..
Interview with Kerr Neilson
Below is a transcript of a recent interview Kerr Neilson, founder of Platinum Asset Management...
Cohesion Analytics: Winning starts at the Board
Ben Darwin, an ex-elite sportsman, coach and co-founder of GAIN LINE Analytics, analyses what are...