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.
Video – Finding Value in the Much-Hyped AI Space
Artificial intelligence has certainly captured everyone’s attention of late. While there has been...
Video – Exciting Times for Japanese Equities
The Japanese equity market has rallied strongly in recent weeks, edging ever closer to its 1989...
Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
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...
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