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Bt Wellington Global Opportunistic Value Fund (0P00007DG5)
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11/11 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 92.35M
BT-Platinum International
1.036
+0.010
+0.90%
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0P00007DG5 Overview
On this page you'll find an in-depth profile of Bt Wellington Global Opportunistic Value Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007DG5 among other information.
Investment Strategy
The Investment Option primarily invests in listed securities. The Investment Option will ideally consist of 40 to 80 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. The investment manager may short sell securities that it considers overvalued and may also use derivatives. The value of Derivatives may not exceed 100% of the Net Asset Value (NAV) of the Investment Option.
Contact Information
Address
2 Chifley Square
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nikola Dvornak | - | 2021 | Now |
| Biography | Nik joined Platinum in 2006 as an analyst in the financials and services sector. He was appointed co-manager of the Platinum European Fund in 2014 and sole manager in 2017. In April 2021, Nik became a co-manager of Platinum’s global strategies along with Andrew Clifford and Clay Smolinski. He remains co-manager of the Platinum European Fund and continues to cover the financials and services sector. Before joining Platinum, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority (APRA) and Commonwealth Securities. | ||
| Clay Smolinski | Analyst | 2017 | Now |
| Biography | Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started as an analyst at Platinum in 2006, Clay went on to manage the Platinum European Fund in 2009 and become sector lead of the financials and services team. Clay currently manages the Platinum Global Fund (Long Only), as well as co-manages Platinum’s global strategies alongside Andrew Clifford. He is the leader of the technology and communications sector team. Clay was promoted to co-Chief Investment Officer in April 2021. | ||
| Andrew Clifford | - | 2011 | Now |
| Biography | Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncovering the overlooked gems in the stock market. Andrew believed that irrational market sentiments and the consequential short-term volatility can often lead to opportunity in companies whose true worth is temporarily under-appreciated. The approach worked for Andrew at Bankers Trust where the BT Select Market Trust – Pacific Basin Fund that he managed was a great success, and he has been applying and refining the same methodology over 25 years to generate strong returns for Platinum’s investors. Since taking over the role of Chief Investment Officer in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient. Andrew’s investment experience at Platinum has included managing/co-managing the Platinum International Technology Fund, the Platinum Asia Fund and the Platinum International Fund. He currently co-manages Platinum’s global strategies and Asia ex-Japan strategies. Andrew took over the role of Chief Executive Officer of the Platinum Group in July 2018. | ||
| Kerr Neilson | Director | 2003 | 2018 |
| Biography | Mr. Neilson directs Platinum Asset Management’s overall global investment strategy. He established the Investment Adviser in 1994 and has over 30 years of experience in the markets. Previously, Mr. Neilson was an Executive Vice President of Bankers Trust Australia where he was one of the primary contributors to the development and growth of Bankers Trust’s retail funds management division, which he ran for eight years. When he left in 1994, these funds exceeded A$5 billion. Mr. Neilson started with Bankers. | ||
| Jacob Mitchell | CIO | 2011 | 2014 |
| Biography | Jacob is the founder and Chief Investment Officer of Antipodes. Jacob was formerly Deputy Chief Investment Officer of Platinum Asset Management and a Portfolio Manager of the flagship Platinum International Fund. He resigned from Platinum effective December 2014 after more than 14 years at the firm during which he also served as Portfolio Manager for the Platinum Unhedged Fund (January 2007 to May 2014) and the Platinum Japan Fund (January 2008 to November 2014). Prior to joining Platinum, Jacob was Head of Technology and Emerging Industrials Research at UBS Warburg Australia. He commenced his investment career in 1994 at high conviction, value-based Australian equities manager, Tyndall Australia. | ||
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