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Platinum Capital Limited

Fund Manager: Platinum Asset Management
Inception Date: Jun 01, 1994

Time for global active managers to outperfor ...

Steve Green from - Aug 24, 2017

This is a guest post from Steve Green. Steve is a full-time investor with a focus on LICs, event-driven and activist investing. You can follow some of his ideas at his investment blog at Most investors probably have an inkling that active fund managers are not doing a stellar job when it comes to outperforming the S&P 500 of late. Sometimes a chart is worth a thousand words, and here is one that ought to grab the attention of those with a penchant towards a mean revers ... [More]

Antipodes Partners have today launched their new Listed Investment Company (LIC) IPO, Antipodes Global Investment Company Limited (APL), which is aiming to raise up to $220m. Antipodes Partners are likely relatively unknown to most investors, they haven't been around too long, launching their first 3 managed funds in July 2015, however they have offer an impressive pedigree, with ex Platinum Asset Management Deputy Chief Investment Officer, Jacob Mitchell at the helm. They also boa ... [More]

There's a bit of chicken and egg happening among the global-focused ASX-listed investment companies at the moment. Firstly, investors know they have a bias to Australian shares that requires some correcting. The drop in commodity prices this year and regulatory pressures put on the big four to hold more capital has highlighted just how concentrated the portfolios of professional and individual investors are in the local miners and the banks. The resulting demand for global shares has pushed investment firms wanting to compete with low-cost passive exchange-traded funds to come up with new products and listed investment companies have been the answer. There are 26 LICs with globally focused equities strategies on the ASX with more than a handful of those floating in the last couple of years.k [More]

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