Andrew Baud

Antipodes Partners is an active, pragmatic value-based manager of global long-only and long-short equities which aims to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. The firm seeks to identify great businesses that are undervalued and construct high conviction portfolios of at least 30 stocks over a three to five-year period. Antipodes Partners performs fundamental research within a global context, aiming to filter short-term noise with the goal of improving their long-term judgment. Antipodes Partners seek to construct resilient portfolios that maximize risk-adjusted returns based on diversified sources of alpha and weighted according to risk/return. They employ a qualitative and quantitative approach in measuring and controlling the build-up of similarities in the portfolio so that they can limit their exposure to shocks and downturns.

Platinum is an active, contrarian investment manager that focuses on one asset class – international shares. The firm aims to achieve absolute returns over the long term for their investors by investing in undervalued listed (and unlisted) investments around the world. They adopt a bottom-up stock selection methodology, through which long-term capital growth is sought by investing in undervalued securities around the world.