Audio – 31 December 2019 Quarterly Report

By
Douglas Isles,
User

An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that.. More

07 Feb 2020
Here is an audio recording of the highlights of Platinum’s December 2019 Quarterly Report. The podcast provides a macro overview followed by a brief update on what's been happening in the Platinum International Fund. We also provide an update on Asia and the UK, and share our insights on corporate governance improvements in Japan. At a stock level, we cover a Japanese healthcare stock we have been buying and revisit what’s happening at Alphabet in light of senior management changes. There’s also a brief and entertaining commentary on luxury brands.


You can also view the latest Quarterly Report below: 

31 December 2019 Quarterly Report

 

 
 



DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. The above material may not be reproduced, in whole or in part, without the prior written consent of Platinum Investment Management Limited.

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