Avoiding loved and favoured investments

Today, it is very clear to us that the fashionable investment of the moment is low risk or high certainty! For those of you who have followed us for some time, you understand that at the core of Platinum’s investment approach is to avoid the loved and favoured investments of the day, as invariably these will provide the poorest returns. Instead we seek out neglected and out-of-favour stocks. So it should come as no surprise that we are not at all interested in owning bonds of any type, the consumer staple names that I mentioned earlier or for that matter, Australian banks. So where is the opportunity today? If low risk and certainty are loved today, then very clearly what is out-of-favour is risk. One market that is clearly perceived as facing numerous risks is China. Read the full article on the Platinum Journal (VIEW LINK)


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