PTM 0.50% $1.02 platinum asset management limited

As a value manager, these guys generated precious little in...

  1. 16,781 Posts.
    lightbulb Created with Sketch. 8262
    As a value manager, these guys generated precious little in performance fees in recent years as growth portfolios left value portfolios for dead.

    However, the winds of change might be blowing at long last.

    If the following trend continues, then at some stage it will kick the legs out of long-duration growth stocks which would see PTM funds outperforming once again:


    10 yer yield.JPG



    I'm not for a minute predicting that trend will continue (because I would have no way of knowing), but all I'm saying is that if it does continue, then it is more like than not to provide a tailwind for PTM's investment performance and,hence, its profitability.

    .
 
watchlist Created with Sketch. Add PTM (ASX) to my watchlist
(20min delay)
Last
$1.02
Change
0.005(0.50%)
Mkt cap ! $590.8M
Open High Low Value Volume
$1.00 $1.02 $1.00 $1.465M 1.446M

Buyers (Bids)

No. Vol. Price($)
2 14230 $1.01
 

Sellers (Offers)

Price($) Vol. No.
$1.02 161518 3
View Market Depth
Last trade - 16.10pm 14/08/2024 (20 minute delay) ?
PTM (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.