Plato Investment Management

Contact Information
20 Bond St, Sydney, NSW 2000, Australia
Detailed Information

Plato Investment Management is an investment management firm based in Sydney, Australia, specialising in objective-based global and Australian equity investment solutions for both wholesale and retail investors. Established in 2006, Plato is majority owned and operated by its investment staff, with support from minority equity partner Pinnacle Investment Management Limited. The firm’s stable and research-led approach is dedicated to aligning with client outcomes, offering tailored strategies for wealth accumulation, income generation, and downside protection.

With a team of highly experienced investment professionals, portfolio managers, and quantitative analysts, Plato Investment Management focuses on delivering attractive investment outcomes for its clients. Embracing the belief that the market is an inefficient and complex system, Plato’s investment philosophy revolves around exploiting market inefficiencies derived from informational, behavioral, and structural sources. Their systematic implementation of fundamental ideas drives their investment process, combining long-term strategic approaches with short-term tactical considerations.

Plato Investment Management Limited upholds a commitment to responsible business practices and supports the Ten Principles of the United Nations Global Compact. Their views on Environmental, Social, and Governance (ESG) factors are in line with promoting ethical behavior and sustainable investing. As part of Pinnacle Investment Management Limited, Plato operates within a multi-affiliate structure, offering a higher standard of investment management services to investors seeking knowledgeable and principled decision-making in the financial markets.