Investment Strategies

We offer a range of products with different characteristics to suit different investor needs through our popular global, regional and sector equity strategies.

Global Strategy Asia ex-Japan Strategy European Strategy Japan Strategy Sector Strategy FAQs

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Choosing a Strategy

The strategy you choose will depend on where you wish to invest – whilst offering fully diversified products encompassing all regions and sectors, you may instead wish to invest in a particular region, say Asia, Japan or Europe, or one of our sector products such as consumer brands, health sciences, technology or a fund contributing to the global transition away from fossil-fuel derived energy.

Global Strategy

Platinum’s global strategy gives investors exposure to a truly diversified portfolio of companies from around the world and across industry sectors. Investors can gain exposure to developed markets and emerging markets, to large multinationals as well as regional leaders and industry disruptors.

The positioning of our global portfolios follows wherever we believe the best individual stock opportunities lie. We do not apply a pre-determined allocation, whether by geography, industry or by reference to an index weighting.

View Our Global Funds

Asia ex-Japan Strategy

Led by the two most populous nations on earth, China and India, Asia has been an engine of dynamism and growth for the world economy in recent years and has provided an abundance of opportunities for the savvy investor.

Investing in some of Asia’s emerging markets requires specialised skills and a nuanced understanding of the cultural backdrop against which companies in the region operate. This is where our experienced team of dedicated Asia specialists comes in.

View Our Asia Funds

European Strategy

Contrary to the perception that Europe is a dull, mature market with slow growth, we see Europe as offering the best of both worlds as Western Europe’s industrialised economies meet Eastern Europe’s emerging markets. The long-term, 25 years performance^{^}, of the Platinum European Fund bears witness to the opportunities on offer. From French consumer brands to Eastern European banks, from German industrials to Swiss pharmaceuticals, we believe there are plenty of gems to be found.

View Our European Fund

Japan Strategy

Popular media has made Japan the poster child of developed markets plagued by an ageing population and prolonged economic stagnation. The Platinum Japan Fund, however, has delivered strong returns over 25 years since inception in 1998^*, both in absolute terms and relative to the MSCI Japan Net Index (A$), testifying to the robustness of our stock selection method and the depth of our team’s understanding of Japanese companies.

View Our Japan Funds

Sector Strategy

Platinum offers three industry-specific strategies focusing on capturing the respective opportunities in the consumer, health care, and technology sectors worldwide, as well as a global transition fund.

The Platinum International Health Sciences Fund and the Platinum International Technology Fund seek to take advantage of the investment opportunities presented by the waves of innovation and disruption respectively in the fast-evolving health care industry and the IT and telecommunications industries. The Platinum International Brands Fund is focused on companies with well-recognised and up and coming consumer brand names. The Platinum Global Transition Fund focuses on companies that are enabling or contributing to the transition away from fossil fuel-derived energy and goods production and consumption.

View Our Sector Funds

OUR TEAM

Experts Behind Your Investments

As a firm, we owe our success to the support of our clients and the dedication of our staff. Platinum today employs more than 120 professionals, and each one of us is driven by the same core mission – to look after our clients’ money ably and responsibly. This is true not only of our investment team, but is also what steers our client services and operational teams.

Our Team

FAQs

Why should I invest with Platinum?

Platinum is one of Australia’s leading investment managers in international equities.
Platinum has an independent style of investment management driven by a thematic stock picking approach. The composition of a Fund’s assets is determined largely by the availability of companies regarded as undervalued by Platinum rather than by macro-economic modelling (referred to as top-down asset allocation) or by reference to global share index weightings (referred to as benchmarking).
Platinum’s investment strategy is applied with the aim of achieving absolute returns for Investors over the long-term. This is our central endeavour. It is complemented by monthly and quarterly communications to keep Investors abreast of our perspective and portfolio positioning.
You can find out more about Platinum's approach to investing here https://www.platinum.com.au/about#approach.

Who owns Platinum?

Platinum is ultimately owned by Platinum Asset Management Limited (ABN 13 050 064 287), a company listed on the ASX (ASX ticker PTM). Staff currently own around 10% of the issued capital.

How long has Platinum been managing money?

Platinum was founded in 1994 and launched its first products in June 1994. One of the four founding members of the investment team is the current Co-Chief Investment Officer.
Members of the investment team have on average been with the firm for more than nine years, while the 12 portfolio managers’ average tenure with the firm is 16 years (as at 30 June 2023).

Do employees invest in Platinum's products?

Many Platinum employees, including key members of the investment team, have co-invested their personal money in Platinum’s investment products alongside our clients. There has been an alignment of management and employee interests with those of our investors since the firm’s inception.

I have heard of "value" and "growth" managers - what does this mean and how is Platinum regarded?

Platinum seeks a broad range of companies with prices that are well below what we perceive to be their intrinsic value. However, shares selling below their intrinsic value are not confined to those with low price-to-earnings (P/E) or low price-to-book (P/B) ratios. A company's growth prospects are an important element of a company's intrinsic value.
We have a methodology for identifying companies, which has been tested and refined over decades. At Platinum we regard ourselves as stock pickers and are therefore not restricted by conventional labels such as "value investing" or "growth strategy".

Platinum states that they are contrarian investors, what does this mean?

Our focus is on achieving strong long-term absolute returns (rather than simply by comparison to a benchmark index). We look beyond short-term market turbulence caused by events of a transient nature to seek out ‘unfashionable’ companies whose actual worth is greater than the value implied in their present share price.

What is Platinum's investment style?

We have an independent style of investment management driven by a thematic stock picking approach. The composition of a Fund’s assets is determined largely by the availability of companies regarded as undervalued by Platinum and whose true worth and prospects are yet to be fully recognised by the market. Past performance shows that our approach is one that has worked in different economic climates and withstood the test of business cycles.

What products does Platinum offer?

We offer a range of products with different characteristics to suit different investor needs and provide multiple ways of accessing our popular global and regional equity strategies, including Active ETMFs, managed funds and listed investment companies (LICs).

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*Past performance is not a reliable indicator of future performance. Relative returns are relative to the MSCI Japan Net Index (A$), except for prior to 31 December 1998 where the gross index was used as the net index did not exist. The inception date of the Platinum Japan Fund (C Class) was 30 June 1998.
^Past performance is not a reliable indicator of future performance. Relative returns are relative to the MSCI All Country Europe Net Index (A$), except for prior to 31 December 1998 where the gross index was used as the net index did not exist. The inception date of the Platinum European Fund (C Class) was 30 June 1998.