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Platinum: Beware the Crowd
PUBLISHED
2022-04-05
Content
Platinum recently held its 2022 investor presentation: “Beware the crowd – why having a differentiated approach is critical to investing”. A video of the investor presentation has now been released.
Presentation Timeline
00:00 - 04:30 Liz Norman, Investor Services and Communications Director – introduction
04:30 - 21:20 Andrew Clifford, Co-CIO - recap on recent world events, market backdrop and performance
21:20 - 43:10 Nik Dvornak, Portfolio Manager – why a differentiated approach is essential, with a focus on emerging biotech
43:10 - 55:00 Jan van der Schalk, Investment Specialist – Platinum’s continuing approach to ESG
55:00 - 76:30 Andrew Clifford, Nik Dvornak and Jan van der Schalk - Q&A