Audio - 31 March 2019 Quarterly Report

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
 

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