Neilson down on USA, backs Asia

Kerr Neilson forged his reputation during market downturns, and he could be about to do it again.

Kerr Neilson has forged his reputation during market downturns, first at Bankers Trust Australia where he famously dodged the 1987 crash, and subsequently at Platinum Asset Management. A quick look at the performance chart for the Platinum International Fund shows a massive outperformance during the tech collapse from 2000 to 2002, and during the global financial crisis in 2008/9. He could be about to do it again.

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