Platinum Asset Management

Hedge Funds

Home based global equity teams on the rise

The number of global equity teams trading from Australia has risen to nine, in part driven by the growing pool of assets in superannuation. The most recent addition are two funds from Antipodes Partners run by Jacob Mitchell, former deputy chief investment officer of Platinum Asset Management and a portfolio manager of the Platinum International […]
Investment Strategy

Platinum picks: following the Neilson nose

Star stock picker Kerr Neilson isn’t afraid to admit when he’s wrong. Three years ago, he refused to believe that women would never want to buy their clothes and shoes online, only to watch internet-based retailers for women become the most popular websites in the world, facilitating enormous sales volumes daily. “Three-to-five years ago, I […]
Investment Strategy

Local boutiques eclipse Hong Kong, Singapore

Australian hedge funds and boutique investment firms control $208.4-billion-worth of assets, or around 17 percent of the total of $1.19 trillion managed by the entire Australian investment management industry. These are the findings of an inaugural survey by Triple A Partners and Basis Point Consulting, launched this week as the Australian Hedge and Boutique Fund […]
Hedge Funds

Ellerston didn't get Sevior, now loses one to Perpetual

James Packer’s Ellerston Capital, which tried unsuccessfully to poach Perpetual Investment’s head of equities John Sevior, has now lost its veteran long/short manager to that organisation, which has also just poached from Platinum Asset Management to incubate an Asian equities strategy.