PTM 0.83% $1.19 platinum asset management limited

Inflection Point?, page-2

  1. 4,288 Posts.
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    Yes @madamswer, we don't know if this is the turning point or not. I actually suspect it may take a little longer yet - but it won't change my position (and that's a speculation anyway).

    But what I am 85% certain of, is that when things do turn, fund flows will follow. Then it will have the triple whammy of return growth, inflow growth and (likely) performance fees.

    I love businesses that have withstood extreme stress testing, and I love buying them whilst they are under stress - even if that means I'm four years too early. Well, lets just say "dem fighting words" are how I console myself...
 
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