platinum asset management

Marcus Padley

There was an article on the Livewire website this week quoting a recent Kerr Neilson presentation, the billionaire fund manager at Platinum Asset Management. There were lots of good takeaways but the comment that interested me was this quote: Show More

Platinum Asset Management

Plenty of attention has been given to ‘FANG’ stocks (Facebook, Amazon, Netflix, Google), but it’s the Chinese analogues, Tencent and Ali Baba, that are more interesting to Clay Smolinski, Portfolio Manager at Platinum Asset Management. Show More

Platinum Asset Management

Platinum Asset Management’s new Quoted Managed Funds began trading on the ASX yesterday. The Platinum International Fund - Quoted Managed Fund (ASX:PIXX) and the Platinum Asia Fund - Quoted Managed Fund (ASX:PAXX) will be structured as feeder funds into Platinum’s two flagship unlisted funds, the Platinum International Funds (PIF) and... Show More

Chad Slater

Well that escalated quickly. Whilst we always knew that publishing the names of our short positions would likely attract more attention (for better or worse), the narrative on the Platinum (PTM) leg of the MFG/PTM pair moved quicker than we expected. The last 3 weeks provide evidence to our assertion... Show More

Chad Slater

Morphic was "outed" over the weekend by the AFR who called us to ask about our disclosed short position in Platinum Asset Management, which they had come across in our disclosed holdings. A lot of funds don't disclose to the market their short positions, but we made the decision that... Show More