In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford provides a timely reminder of Platinum’s investment approach as well as his thoughts on markets, performance and portfolio positioning. Many sectors that were left behind in the bull market have extraordinary valuations, and there are many interesting investment thematics playing out.
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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
Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
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