In the second episode of Livewire’s exclusive series featuring Hamish Douglass and Andrew Clifford, our guests tackle the questions sent in by Livewire readers. Due to the volume of questions received we focussed on the topics that came up most consistently including: Show More
In late December of 2018, I received an email that caught me by surprise. It came from someone I’d never met with an unexpected proposition. The concept was to kick off 2019 with a constructive discussion between the Chief Investment Officers of Platinum Asset Management and Magellan Financial Group. Show More
On Tuesday in Christchurch, Platinum Asset Management presented a grant to the Crusaders as winners of Australasia’s Best Sporting Team. This grant will be used to benefit members of the rugby community facing hardship. Show More
If you’d invested $20k with Platinum Asset Management when the firm opened in 1995 you’d be sitting on around $320k today, a return of ~12.6% per annum*. However, the journey to these returns may have tested your nerves. The active style at Platinum means that periods of exceptional performance are,... Show More
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
In this short video we discuss the key elements that define PTM’s investment philosophy and PTM’s expertise in understanding the factors contributing to Chinese economic activity. Show More
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’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
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
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
Platinum Asset Management says they're "excited about [Samsung's] Organic Light Emitting Diode (OLED) business... novel designs, are lighter, thinner and more durable compared to glass-based screens. Second generation flexible OLED displays may indeed be flexible for the final user, but there is still some distance to go before the technology... Show More
Following Andrew Clifford’s macro overview, which showed why rates would be low for a long time, Clay Smolinski, Portfolio Manager at Platinum Asset Management, takes lessons from their experiences investing in Japan to present three strategies that do well in this environment, and one that doesn’t. 1) “Growth – Japanese... Show More
In a presentation to investors Andrew Clifford, Chief Investment Officer at Platinum Asset Management, has outlined his view on the current situation in world markets. He highlights that investors find themselves at the end of a 35 year cycle of falling interest rates. So what comes next? Clifford says that... Show More
Clay Smolinski, Portfolio Manager at Platinum Asset Management says the medium term outlook for oil should see the commodity trade back towards $70/barrel over the next 18 months. His rationale that prices will move higher revolves around the supply and demand equation tightening. On the supply side Smolinksi says 2015... Show More
CommSec’s Tom Piotrowski speaks with Platinum Asset Management (PTM) CEO & MD, Kerr Neilson about the recent market volatility and the performance of Platinum Asia Investments Limited (PAI) To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
Much has been said about the risks China presents to the world economy, but Kerr Neilson, Portfolio Manager at Platinum Asset Management, sees things differently. “The US is, we argue, the most over-owned, and we have therefore been shorting it as additional protection. This is now returning to us some... Show More
During the quarter, we added several new holdings to the portfolio including wealth manager BT Investment Management Group (BTT). BTT was opportunistically added to the portfolio when major shareholder Westpac Group undertook a major sell-down of its holding reducing its stake from 59% to less than 40%. Despite continued strong... Show More
Platinum's Alexi Barbi writes on the incoming EV/Hybrid vehicle revolution. In an article on the Platinum website he shares his thoughts on 1) the evolution of the technology 2) short and medium term influences on the economics of these vehicles 3) regulation in the US, Europe and China that could... Show More
One of the biggest investing themes at the moment is stocks that will win from a falling Australian dollar. Global equities fund manager Platinum Asset Management, which is run by billionaire investor Kerr Neilson, is one company that will benefit from a weaker dollar. Platinum's funds under management grew solidly... Show More
Tickets selling fast to annual roadshow. Come along to hear unique insights from Chris Mackay (Magellan) and Kerr Neilson (Platinum) plus our very own Steve Johnson and Nathan Bell. Melbourne 21st Nov and Sydney 26th Nov. https://shares.intelligentinvestor.com.au/roadshow/ Show More