Platinum Asset Management

Established in 1994, Platinum Asset Management is an Australian-based fund manager focused on international shares. Platinum seeks out companies whose true worth and prospects are not fully understood by the market. We offer investors a choice of funds providing either broad global exposure or a more tailored exposure to a specific region or particular industry segment. View our privacy policy here: https://www.platinum.com.au/Special-Pages/Privacy-Policy

Website

http://www.platinum.com.au/

External link for Platinum Asset Management

Industry

Investment Management

Company size

51-200 employees

Headquarters

SYDNEY, NSW

Type

Public Company

Founded

1994

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  Level 8, 7 Macquarie Place

  SYDNEY, NSW 2000, AU

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• Valery (Val) Kovalevskiy

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• Allison Monahan (Austing)

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  L1 Capital

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  L1 Capital's Investment Team is growing! We are seeking an Investment Analyst to join our Long Short Fund and Global Long Short Fund investment team, based in Melbourne. This role is ideal for an analyst who is passionate about equity markets, enjoys the intellectual challenge of investment research and is deeply curious on how businesses operate. The ideal candidate is an independent thinker with strong analytical skills. The role is Melbourne-based and international or interstate applicants are expected to relocate. If this opportunity resonates with you, or someone you know, please apply here: https://lnkd.in/gdFb7Z3Y Mark Landau Raphael Lamm Amar Naik Andrew Levy Andrew Lin Doron Kur Yizhou Hu Mihali Stamatis Tom Crowhurst Lubos Polakovic James Douglas James Hawkins Julian Russell Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Isabel Rothe Jeffrey Lau Allan Evans Clifford Fernandes David Redford-Bell Gene Varano #Hiring #L1 #LongShort #Hedgefunds #Research #Alpha

  Investment Analyst – Melbourne – Global Long Short Equities

  L1 Capital, Melbourne, Victoria, Australia

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  We invite you to enjoy the video of the 2025 Platinum Investor Roadshow. At this year’s Roadshow, Portfolio Managers David Steinthal (Platinum International Fund) and Cameron Robertson (Platinum Asia Fund) explored the forces shaping markets in 2025 and what they could mean for investors in the years ahead. David outlined how his approach, centred on high-quality businesses at compelling valuations, builds on Platinum Asset Management’s long-standing investment philosophy while bringing his own perspective on risk management and portfolio construction. Cameron shared his views on Asia’s strong performance this year and highlighted the key opportunities emerging across the region. Please follow the link below to see the complete presentations. https://lnkd.in/gurCNr-K L1 Capital, Chris Clayton, Aman Kashyap, Hugo Brettingham-Moore, Alejandro Espina, Gene Varano, Jeffrey Lau, Allan Evans, Bryce Leyden, Clifford Fernandes, David Redford-Bell, Kurt Voegt, Kim Virakorn

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  L1 Capital invites you to join the upcoming L1 Capital Long Short Portfolio webinar on Thursday November 20 at 11am (AEDT). In this session, Mark Landau and Rafi Lamm (Co-Chief Investment Officers), together with Amar Naik (Head of Research), will share a comprehensive update on the Fund, including what has driven the Fund’s strong 2025 result (31.0% YTD to end-October vs 11.9% for the ASX 200 Accumulation Index), key shifts in portfolio positioning, insights into core investment themes and the outlook for 2026. They will also provide an update on the launch of the Global Long Short Fund and the formation of L1 Group following the Platinum merger. Register here: https://l1.capital/4pEkcHS CPD hours are available, and a replay will be accessible on demand for all registrants. L1 Capital Platinum Asset Management Mark Landau Raphael Lamm Amar Naik Andrew Levy Andrew Lin Doron Kur Yizhou Hu Mihali Stamatis Tom Crowhurst Lubos Polakovic James Douglas James Hawkins Julian Russell Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Gene Varano Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #LSF #longshort #research #performance #alpha

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  Asia’s 25% return in 2025 - it’s not just about chips. So far in 2025, Asia has shrugged off President Trump’s tariff shock and ridden the AI wave to deliver impressive returns. The MSCI AC Asia Index is up 25% this year.* But it’s not just about chips. In a recent article, Platinum Asset Management Portfolio Manager Cameron Robertson explored how select Asian businesses are leveraging AI and other structural themes to drive growth into 2026. *To 10/11/2025, in USD, Source: Factset You can read Cameron’s full insights here - https://lnkd.in/gXMqGYFt

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  L1 Capital

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  L1 Capital invites you to join the upcoming L1 Capital International Strategy webinar on Tuesday November 25 at 11am (AEDT). CPD hours are available to attendees. Since its inception in March 2019, the L1 Capital International (Unhedged) Active ETF has returned 15.5% p.a. (net of fees), achieving top quartile returns in the Morningstar peer group over 3 years, 5 years and since inception.* During this webinar, David Steinthal (Chief Investment Officer, L1 Capital International) will provide an update on the investment environment, positioning of the L1 Capital International Strategy and key takeaways from the recent results season. https://l1.capital/3JW5N9H David Steinthal David Silverman Gaston Amoros Jeffrey Tse Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #globalequities #investing #investmentresearch #equities *Ranking in Morningstar peer group "Australia – Equity World Large Blend” as at 31 October 2025.

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  Over the past 3 years the L1 Capital International (Unhedged) Active ETF has returned 24.5% p.a. outperforming the Benchmark by 2.0% p.a. We invite you to read the latest quarterly report where David Steinthal (CIO, L1 Capital International) shares his views on the current investment environment, including the impact of the President Trump administration, continuation of a ‘K-shaped’ economy and whether Artificial Intelligence is a Boom or Bubble. David Steinthal Jeffrey Tse Gaston Amoros David Silverman Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell Gene Varano #L1 #globalequities #investing #investmentresearch #equities

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  The L1 Capital Long Short Fund returned 13.4% for the September quarter (ASX200AI 4.7%), taking performance for the calendar year to 28.1% (ASX200AI 11.5%). Over the past 5 years, the portfolio has returned 21.5% p.a. (ASX200AI 13.0% p.a.). In our September quarterly report, we provide our views on the outlook for equity markets and portfolio positioning. We also include a sector spotlight on uranium, outlining the positive outlook for the industry and which company is best placed to benefit. Raphael Lamm Mark Landau Amar Naik Andrew Levy Andrew Lin Doron Kur Mihali Stamatis Tom Crowhurst Yizhou Hu Lubos Polakovic James Douglas James Hawkins Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell Gene Varano

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  We invite you to read the latest quarterly report from the L1 Capital Catalyst Fund where James Hawkins provides an update on the drivers of this quarter’s strong portfolio performance and on where we see intrinsic value to be unlocked at Australia's largest freight operator Aurizon. James Hawkins Raphael Lamm Mark Landau Amar Naik Andrew Levy Andrew Lin Doron Kur Mihali Stamatis Tom Crowhurst Yizhou Hu Lubos Polakovic James Douglas Joel Arber Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell

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• Platinum Asset Management

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  We are pleased to invite you to this year’s Platinum Asset Management annual roadshow, which will be held in person across five capital cities from 14 – 22 October 2025. The presentations will feature Cameron Robertson, Portfolio Manager of the Platinum Asia Fund, alongside David Steinthal from L1 Capital International. From 1 October, David assumed management of the Platinum International Fund and the Platinum Global Fund (Long Only). This series provides an excellent opportunity to hear directly from David about his investment approach. David and Cameron will also share their insights on opportunities across global and Asian markets. Register for the session most relevant to you: Investors series: https://lnkd.in/ghEGegiD Adviser series: https://lnkd.in/gBx-uchd We look forward to welcoming you at one of our upcoming events.

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  Recently at Livewire Live 2025, L1 Capital’s Mark Landau shared his views on elevated market valuations and where he sees opportunities ahead. Tune in below to watch the full discussion, including Mark’s insights on why global markets offer better value than Australia, why gold remains a sector full of opportunity and why copper remains a key long-term winner: https://l1.capital/48zTZnx Livewire Markets Mark Landau Raphael Lamm Chris Clayton Aman Kashyap Hugo Brettingham-Moore Alejandro Espina Jeffrey Lau Gene Varano Allan Evans Bryce Leyden Clifford Fernandes David Redford-Bell #L1 #LongShort #Hedgefunds #Research #Alpha

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