On 1st March 2025, Ted Alexander became Portfolio Manager, Global Strategies, putting in him charge of portfolio decisions for the Platinum International Fund, the Platinum Global Fund (Long Only) and Platinum's Listed Investment and Quoted Managed Fund offerings.
In this video Dean McLelland quizzes Ted on his investment philosophy, his approach to enhancing Global Strategy performance and his view on the current market outlook. Ted also explored:
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How a single financial economics lecture at University of Tasmania ignited his passion for investing
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The best way to measure Portfolio Manager performance (Jensen's Alpha)
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His views on shorting and currency management
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Relative valuations in China and the US.
Ted was joined by CEO, Jeff Peters and by Executive Director Jim Simpson who talked about the purview of the Investment Oversight Group and why they chose Ted from a list over 50 candidates.
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