Platinum Asset Management Discuss Global Valuation Anomalies

 
Platinum Asset Management’s Clay Smonlinski is the Co Portfolio Manager of the Platinum International Fund, in this video he discusses the divergence of equity market valuations across global markets at present.

Read More

DNR Capital Talk Link Administration (ASX:LNK)

Link Group (ASX: LNK) is a leading provider of outsourced administration services platforms to the Australian superannuation industry and shareholder services to listed companies around the globe. Earlier this year they completed their acquisition of PEXA, Australia’s first (and, at present, only) online property exchange. Scott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, explains why they see LNK as a core holding.

Read More