We live in a golden age of knowledge. The internet and the smartphone give us access to a mind-blowing amount of information and opinions world-wide. With this, we face a series of unique challenges like the bombardment of data that we are exposed to daily. Sifting through all the articles, blogs and news to find the facts can be daunting, and as such it is easy to become satisfied with your ‘gut’ feelings on certain information – a risky position for an investor to be in. Platinum Asset Management advocates a balanced model of facts versus feelings in order to uncover the real positions of companies and economies to reduce risk and regret.
This article was first published by Platinum Asset Management.
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