Audio – 31 December 2019 Quarterly Report

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

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