Audio – 31 December 2020 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

27 Jan 2021

An audio recording capturing the highlights of Platinum’s December 2020 Quarterly Report is now available. The podcast provides a macro overview and update on the flagship Platinum International Fund, plus key investment themes underpinning recent stock purchases across the regional and sector funds, including travel, biotech and TVs. There is also an update on Asia and Japan, plus two recent European stock purchases: UPM-Kymmene Oyj and Banco Santander.

You can also view the latest Quarterly Report below:

31 December 2020 Quarterly Report

 
 
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 www.platinum.com.au. 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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