Curious Investor Behaviour
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Curious Investor Behaviour & Investment Fundamentals

An eclectic collection of content on the fundamentals of investing and lessons learnt over the years – with input from those who spend the time analysing the companies through to those who communicate the message of what we do to our clients, the investors and advisers.

In addition, we encourage you to discover our timeless blue and red booklets, ‘Curious Investor Behaviour’ and ‘Reflections on Investment’.  These booklets have been a staple of Platinum’s communications for over 20 years, finding an audience with investors and advisers alike; scribed by Platinum’s founder Kerr Neilson, these take a look at the classic, long term behavioural traits of investing.

Curious Investor Behaviour

Curious Investor Behaviour

Reflections on Investment

Reflections on Investment
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Showing 1-12 of 26 results
Investing - what matters
read | 6 Sep 2021

It’s all about YOU

In this 10-minute audio clip, Douglas Isles, Investment Specialist and actuary by training, takes...

Investing - what matters
read | 17 Dec 2019

Using Data to Enhance a Fundamental Investor’s Edge

Excerpt from a speech presented by Douglas Isles, Investment Specialist at Platinum to the...

Investing - what matters
read | 31 Jul 2019

Building a Champion Team

Douglas Isles provides his latest thoughts on cohesion and its role in building better-performing...

Investing - what matters
read | 25 Jun 2019

Thinking like a Private Owner

During Platinum’s 2019 Roadshow, CIO Andrew Clifford used a real life example to demonstrate how...

Investing - what matters
read | 4 Apr 2019

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...

Investing - what matters
read | 5 Feb 2019

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...

Investing - what matters
read | 20 Nov 2018

Earnings Yield As An Estimate For Expected Returns

Douglas Isles studies the long-term returns of the US market to investigate whether earnings yield..

Investing - what matters
read | 20 Nov 2018

Interview with Kerr Neilson

Below is a transcript of a recent interview Kerr Neilson, founder of Platinum Asset Management...

Investing - what matters
read | 20 Nov 2018

Cohesion Analytics: Winning starts at the Board

Ben Darwin, an ex-elite sportsman, coach and co-founder of GAIN LINE Analytics, analyses what are...

Investing - what matters
read | 20 Nov 2018

All Blacks: The Outcome of a System

At Platinum our only goal is for the team to generate good outcomes for our clients. There are...

Investing - what matters
read | 13 Aug 2018

A Crash Course in Investment Management

Douglas Isles, Investment Specialist, gave a talk to staff, students and their families at the...

Investing - what matters
read | 20 Nov 2017

Why We Need to Think Internationally When Investing (Video)

Whether we like it or not, investing has become a life skill in modern economies. For millennial...