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Video - Finding Opportunities Where Others Fear to Tread

Buying a company that sells credit data to banks may seem counterintuitive when fears of a recession are high. But that’s exactly the sort of company that appeals to Platinum’s inquisitive and contrarian investment approach. Clay Smolinski discusses the role of macroeconomics in investing and how times of increased uncertainty can create mispricings and opportunities.

Disclaimer DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.

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