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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