We have long been supporters of Platinum Asset Management's ability to manage International investments.

Here is a brief 3 minute video that outlines more about their process and thinking takes place in their management of money.

https://www.youtube.com/watch?feature=player_embedded&v=xvffumYTxlY

DISCLAIMER: The above information is commentary only (i.e. our general thoughts).  It is not intended to be, nor should it be construed as, investment advice.  To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.  Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.

A research report from UBS recently described Australian Bank share prices as a "bubble".

We ask this question of Kerr Neilson (CEO) and Andrew Clifford (CIO) of Platinum Asset Management.

They do not believe that Australian Banks are in a bubble - but believe that there are many other banks globally with superior growth characteristics at far cheaper prices.

http://www.youtube.com/watch?v=Vsa4r56TEcI