Breaking News
Get 55% Off 0
🏃 Grab this Black Friday offer early. Get up to 55% off InvestingPro now!
CLAIM SALE
Close

Bt Wellington Global Opportunistic Value Fund (0P00007DG5)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
1.036 +0.010    +0.90%
11/11 - Closed. Currency in AUD
Type:  Fund
Market:  Australia
Issuer:  BT Financial Group Ltd
ISIN:  AU60WFS00929 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 92.35M
BT-Platinum International 1.036 +0.010 +0.90%

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.
Category

Equity World Large Value

Total Assets

92.35M

Expenses

Inception Date

Jul 23, 2003

Contact Information

Address 2 Chifley Square
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.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00007DG5 Comments

Write your thoughts about Bt Wellington Global Opportunistic Value Fund
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email