Our Story

Platinum’s approach to managing our clients’ wealth is shaped by six pillars:

1. A contrarian, long-term investing philosophy
   With a focus 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.
2. A bottom-up, index-agnostic approach to stock selection
   As a true active manager, we build up our portfolios by selecting one company holding at a time through quantitative analysis and detailed fundamental research. The proportion that each investment represents in a portfolio of, say, 80 companies is based on the conviction we hold in that particular investment case. The composition of a portfolio is not influenced by what stocks make up the index that is used as a comparative reference to evaluate the portfolio’s performance (such as the MSCI All Country World Index) or the weightings of the stocks within that index. As a result, Platinum’s portfolios tend to give investors a very different exposure to that offered by commonly used market indices or index-tracking funds, whether by region, sector or in terms of opportunities in specific companies.
3. Uncompromising business ethics
   Our business is centred on providing dependable service to our clients. That ethos has underpinned Platinum’s approach to investing, product distribution, investor communications and every other aspect of our operations since the beginning. We do not engage in active selling (such as cold calling) to market our products or services. Refer to our Complaints Handling & Dispute Resolution Guide if you have any concerns with our service.
4. A dedicated and experienced team
   Making all of this possible is our dedicated staff of around 120 employees, including 32 analysts and 12 portfolio managers in the investment team and around 90 employees in operational roles (as at 30 June 2023), many of whom have been with the firm for over seven years
5. Alignment of interests
   Many Platinum employees, including key members of the investment team, have co-invested their personal money in our funds alongside our clients. Platinum is ultimately owned by Platinum Asset Management Limited (ABN 13 050 064 287), a company listed on the ASX (ASX ticker PTM). Further, Platinum’s incentive structure emphasises performance-based remuneration, with one of the key components being a deferred bonus plan that awards high-performing employees with deferred rights in PTM shares.
6. Corporate Values