A key part of Platinum’s investment process is to look for areas of change that are underappreciated by the market. One such area is the power semiconductor market. The wide adoption of electric vehicles and the transition to green energy will have a profound effect on this market and our lives, with the No. 1 manufacturer, Infineon Technologies, just one of many companies that have captured our attention, as Jimmy Su explains.
From the journal
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
Small grounds, world-class players
Some small economies host brilliant businesses. Here's some of the best
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
Video – The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports