About Plato

Plato Investment Management (‘Plato’) is an investment management
firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors.

Plato was founded in Sydney, Australia, in 2006 and is majority owned and operated by its investment staff. Plato is supported by its minority equity partner, Pinnacle Investment Management Limited (‘Pinnacle’), a leading multi-affiliate investment management firm.

Plato is a stable, research led organisation focused on and aligned to client outcomes. The firm’s strategies today encompass global and Australian equities that are tailored to specific investor objectives of wealth accumulation, income generation and downside protection.

About Plato

Plato Investment Management (‘Plato’) is an investment management
firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors.

Plato was founded in Sydney, Australia, in 2006 and is majority owned and operated by its investment staff. Plato is supported by its minority equity partner, Pinnacle Investment Management Limited (‘Pinnacle’), a leading multi-affiliate investment management firm

Plato is a stable, research led organisation focused on and aligned to client outcomes. The firm’s strategies today encompass global and Australian equities that are tailored to specific investor objectives of wealth accumulation, income generation and downside protection.

OUR TEAM

Plato’s team consists of highly experienced investment professionals, portfolio managers, and quantitative analysts all working together to deliver attractive investment outcomes for their clients.

MEET THE TEAM

PHILOSOPHY

Plato’s philosophy is centred on the belief that the market is a complex, adaptive system and is therefore inefficient.
These market inefficiencies are derived from informational, behavioural and structural sources. Some of these sources of return are exploited on a long-term, strategic time horizon and others are extracted on a short-term, tactical basis.
Plato’s investment process can be best characterised as a “systematic implementation of fundamental ideas”.

RESPONSIBLE INVESTING

Plato Investment Management Limited (Plato) recognises its duty to behave responsibly in its business activities and towards those whom its actions affect. Plato’s views on ESG are consistent with and support the Ten Principles of the United Nations Global Compact.

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PINNACLE

Pinnacle Investment Management Limited (‘Pinnacle’) is a multi-affiliate investment management firm – an umbrella of specialist funds management firms.

Pinnacle was formed to provide a higher standard of investment management for investors.

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“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)

“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)