Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Audio – 31 March 2023 Quarterly Report
An audio recording capturing the highlights of Platinum’s March 2023 Quarterly Report is now...
Vietnam: A Beneficiary of Foreign Investment, Urbanisation and a Growing Middle Class
Members of Platinum’s Asia team recently travelled to Vietnam, visiting companies that we already...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds is now available and can be accessed here...
.png "Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity")
Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
CEO and Co-CIO Andrew Clifford sat down with Head of Investment Specialists Dean McLelland in late..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
Off-Price but On-Trend: Discount Retailers Taking Market Share
The reversal of pandemic spending trends was a common challenge for retailers planning inventory...
Sportswear: Fashionable On and Off the Field
In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...
Audio – 31 December 2022 Quarterly Report
An audio recording capturing the highlights of Platinum’s December 2022 Quarterly Report is now...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
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