Patience pays off – Banca Transilvania
Since 2018 Banca Transilvania has generated a 20% p.a. average return for Platinum investors.
Japan’s HALO shares
'HALO' shares - ‘Hard Asset, Low Obsolescence’ - are in demand. Japan may have some of the best.
Idexx: All creatures great and small and profitable
We explain the investment case for Idexx, a company that thrives because we love our pets.
Japanese shares: riding on the shoulders of giants
Which elite Japanese companies are driving the returns of the Platinum Japan Fund?
Korea: the new industrial revolutionary?
Korea’s complex economy is ideally suited to a world reshaped by AI and changing geopolitics.
Is Apple ready for the next platform shift?
Apple has been a winner for both consumers and investors. Could that be about to change?
Investing in moderation - how alcohol companies adapt to a drier world
The best drinks businesses are highly adaptable. That can make them better investments.
Platinum Asset Management and L1 Capital: Investor and Research Briefing
An explanation of the proposed L1 Capital/Platinum Asset Management merger
It’s a living thing – investing in biologics
Adrian Cotiga explains the rationale behind Platinum's investment in biologics company Lonza.
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
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?
Meet the Manager: Ted Alexander, Portfolio Manager Global Strategies
New Global Strategies PM, Ted Alexander, talks markets, experience, philosophy and alpha.
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