Audio - 30 June 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

25 Jul 2019
Here is an audio recording of the highlights of Platinum’s June 2019 Quarterly Report. The podcast provides a macro overview from CEO & CIO Andrew Clifford as well as an update on the positioning of the Platinum International Fund. It also includes Unhedged Fund Manager Clay Smolinski's thoughts on how markets are positioned and how that is affecting portfolios. Asia Fund Manager Joseph Lai also provides some commentary on what investing in Asia has been like in recent years. Finally Japan Fund Manager Scott Gilchrist provides some thoughts on his recent visit to Japan with Co-Founder Kerr Neilson.
 


You can also view the latest Quarterly Report below: 

30 June 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.

You may also find interesting...