Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Market Update - November 2013
Take a look at how Platinum’s investment philosophy and stock-picking method are put to work...
The New Internet Age
We live in an Internet age in which the paradigms around software applications are fast evolving...
Platinum Adviser Roadshow 2013 (Video)
CIO Andrew Clifford provides an update on global macroeconomic conditions (the strength of the US...
China Field Trip
China’s economic growth and transformation has been remarkable, but the system is under huge...
Market Update - May 2013
Investors have a general tendency to seek out certainty and predictability, as is evident in the...
Anritsu and Skyworks Solutions
Alex Barbi outlines the investment case for two interesting new holdings which we believe will...
Market Update - April 2013
With signs of improving economic activity and a change in risk tolerance, what can unsettle the...
Drama in Europe
After a period of relative calm, drama has returned to Europe, first in the inconclusive Italian...
Antibodies
The notion of using antibodies as a therapeutic has been the nirvana of drug developers...
Convergence Across Screens
Alex Barbi, portfolio manager of the Platinum International Technology Fund, delves into the...
Amadeus
Clay Smolinksi, portfolio manager of the Platinum European Fund, takes a brief look at how Amadeus..
Toyota
Toyota, the once all-conquering leviathan is now widely seen as a corporate cripple. But we...
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