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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.
Latest 13F Filing Activity
Plato Investment Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 510 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corp., Microsoft Corp., Broadcom Inc. among other positions. Plato Investment Management LTD reduced exposure to Unitedhealth Group Inc., Apple Inc., Kinross Gold Corp. among others.
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 |
Industry Allocation
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