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Platinum boss plays to strengths in world ‘gone crazy’
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Platinum boss Andrew Clifford has doubled down on his conviction that the days of high valuations for concept stocks are coming to an end.
It’s not the first time Mr Clifford has sounded off on the spectacular returns that investors with no regard for profits or moats have enjoyed. But this time, the Platinum chief investment officer has the bond market on his side.
Platinum boss Andrew Clifford: Those who have acted on that impulse a year or two years ago “are in a world of pain”. 
Dominic Lorrimer

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