Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
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...
The automotive industry, past present and future
Toyota, the once all-conquering leviathan is now widely seen as a corporate cripple. But we...
Sina Weibo
While most people in the Western world would be familiar with Twitter, not everyone has heard of...
Novartis
Swiss pharmaceuticals company Novartis has gone through a lengthy transformation that...
Indian Field Trip
With widespread corruption and systemic inefficiencies, India is a notoriously difficult market...
Investment Update - February 2013
Kerr Neilson provides an update on global markets and where we have been identifying under-appreciat...
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