In this video, Brendon Gleeson and Peter Simpson from GP Wealth at Joram Partners speak with Dr. David Allen of the Plato Investment Management about the fund’s distinctive long-short global equity strategy.

Dr. Allen explains how the fund combines strong performance (almost 25% p.a. since inception) with robust risk management through a systematised red flag framework and the innovative use of AI to analyse company earnings calls.

Brendon Gleeson and Peter Simpson of GP Wealth Team sat down with Dr David Allen, Portfolio Manager of the Plato Global Alpha Fund.

About Dr. David Allen

Dr. David Allen is the Head of Long/Short Strategies and Portfolio Manager at Plato Investment Management, leading the Plato Global Alpha Fund.

Before joining Plato in 2018, he spent 15 years at JP Morgan in London, where he became one of the firm’s youngest managing directors and successfully managed multi-billion-dollar equity funds.

With over 20 years of experience, David is recognised for his absolute return approach, combining disciplined risk management with innovative tools like AI and Plato’s proprietary red flag system to deliver consistent global equity outperformance.