Plato Investment Management LTD
Plato Investment Management Ltd is an Australian-based asset management firm headquartered in Sydney, New South Wales. The firm specializes in systematic, quantitative equities strategies primarily for institutional and tax-exempt investors, including pension phase investors, SMSFs, and charities. Established to offer long-only and income-oriented funds, Plato focuses on generating consistent equity income and value-add for its clients. The latest available employee data is undisclosed, but the firm is known to have a specialized professional staff serving clients globally.
Investment Strategy
Plato Investment Management Ltd employs a systematic, quantitative investment process focused on equity markets. The firm is known for its long-only strategies that aim to maximize total return through a combination of capital appreciation and dividend (including franking credits) capture, optimized for zero-tax and tax-exempt investors like retirees and foundations. It selects stocks with attractive yield and capital preservation characteristics, using a risk-controlled framework designed to outperform market benchmarks while providing sustainable income streams over a medium-term horizon.
Top Holdings
Equity Positions (510)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 6.85% | $91.1M | 578,847 | $93.31 | $157.99 | +$28.7M |
M MSFT | Microsoft Corp | 6.05% | $80.5M | 162,335 | $424.38 | $497.41 | +$20.7M |
A AAPL | Apple Inc | 5.43% | $72.2M | 353,133 | $180.99 | $205.17 | -$4.6M |
A AMZN | Amazon.com Inc | 3.51% | $46.7M | 213,680 | $183.12 | $219.39 | +$6.3M |
M META | Meta Platforms Inc | 2.79% | $37.1M | 50,429 | $494.39 | $738.09 | +$8.3M |