Audio - 31 March 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

29 Apr 2019
Here is an audio recording of the highlights of Platinum’s March 2019 Quarterly Report. The podcast provides an update on the positioning of the Platinum International Fund, plus a macro overview from CEO & CIO Andrew Clifford as well as a review on China following Fund Manager Joseph Lai and his team's recent research trip to the region. Also our European Fund Manager Nik Divornak looks at a case study on how markets are valuing companies at this point in time, plus Health Care Fund Manager Bianca Ogden gives her observations on the hot topic of gene therapy. Finally the Tech Team provide an overview of the Mobile World Congress (MWC) in Barcelona, where they met with several companies in the mobile communications industry.


You can also view the latest Quarterly Report below: 

31 March 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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