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Writer's pictureCharles Miller

Is a fundie exodus on the cards for Platinum (PTM:AX)

Updated: Sep 16, 2021

This is not investment advice.


Platinum Asset Management (ASX:PTM) since their 2007 IPO is a household name and now the founders (Kerr Neilson) are even better known curators of the arts and landlords in Chippendale


Although a broader financials business, Platinum specializes in provides pooled investment vehicles to the hedge fund industry (as well as equity mutual funds for its clients).


The interesting thing about Platinum, is that despite Australian public capital pool growing steadily over the last 5 years; the story for Platinum has been one of stasis or decline.


Australian FUM


Platinum's topline growth (or lack their of)


So why is Platinum still so dominant then? Some obvious reasons may be

  1. Platinum has had a bank of smart research analysts hanging around since 2007

  2. Hedge funds rarely outperform in consecutive years so their clients are not going to outgrow their pooled services

  3. They have absolutely no debt, so they can handle fund withdrawals

  4. They earn net margins of +50%!

With a business like that, the only thing that could really disrupt you is withdrawals of funds and/or their staff leaving. In fact, the companies dependence on Neilson has often been a source of concern


Earlier this year, the fund lost a star fund manager resigned and started a competing firm (Ox Capital) with two former stuff.


The real question is, if you are at an all-time high for capital markets and Platinum is still unable to attract more funds, will you start to see more of the team defect for competitors like Paradice, VGI Partners or even the newly created Ox Capital?

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