Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas industry is seeing a large step-up in activity as countries seek to invest in and develop new sources of supply. From our experience, when you combine a big increase in spending with an extremely lean industry, excellent profit outcomes can follow, as Platinum’s Clay Smolinski explains.
The Platinum International Fund primarily invests in global listed securities and aims to provide capital growth over the long-term.
