Audio – 31 March 2021 Quarterly Report

Douglas Isles,

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

23 Apr 2021

An audio recording capturing the highlights of Platinum’s March 2021 Quarterly Report is now available. The podcast provides an update on the flagship Platinum International Fund, a macro overview and a deep dive on the auto industry. We also share our thoughts on Asia, the healthcare sector, US consumer, semiconductors and why we are invested in Bayer.

You can also view the latest Quarterly Report below:

31 March 2021 Quarterly Report

Listen now


DISCLAIMER: This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the relevant product disclosure statement before making any decision to acquire units in any of our funds, copies are available at The commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.


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