Audio - 30 September 2023 Quarterly Report
An audio recording capturing the highlights of Platinum’s September 2023 Quarterly Report
Macro Overview: Lots of Excitement in Markets, But Price Always Matters
2023 is certainly not playing out as expected in the markets. CEO and Co-CIO Andrew Clifford sat...
.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..
Macro Overview: 2023 – A Great Environment for 'True' Investors
2022 was a dramatic year for markets. CEO and Co-CIO Andrew Clifford sat down with Investment...
Healthy Investor Scepticism Returning to Markets
As we head into the final months of 2022, it’s worth taking a step back and reviewing the past 10...
Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
Macro Overview: A 'Garden Variety' Correction or Much More?
It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..
Audio – 31 March 2022 Quarterly Report
An audio recording capturing the highlights of Platinum@s March 2022 Quarterly Report is now availab...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds can be accessed here. The report contains...
Macro Overview: Navigating Through Complex Times
CEO and co-CIO Andrew Clifford sits down with Investment Specialist Julian McCormack to discuss...
The Beautiful Game
There is an apparent paradox of investing in shares; price is everything yet it is also nothing...
Audio – 31 December 2021 Quarterly Report
An audio recording capturing the highlights of Platinum@s December 2021 Quarterly Report is now avai...
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