In the second of our 2023 Funds in Focus adviser webinar series, portfolio managers Jodie Bannan and Liam Farlow discuss the recently launched Platinum Global Transition Fund (Quoted Managed Hedge Fund), a fund that invests in undervalued companies from around the world that are seeking to financially benefit from the carbon transition. Jodie and Liam focus on the Fund’s current portfolio positioning, key stocks and the drivers of recent performance. With an investment universe that includes transport, energy (storage, production and transmission, efficiency), the circular economy, food production, and hydrocarbon substitutes, they have a broad selection of stocks to invest in.
Webinar Slides
Get your CPD credits
The Funds in Focus: Platinum Global Transition Fund (on-demand) has been accredited for a maximum of 0.5 Continuing Education (CE/CPD) hours by Portfolio Construction Forum, the investment continuing education, accreditation and certification service.While the CE/CPD hours are confirmed, they will not formally vest in your name until you confirm your attendance to the Forum. As soon as you successfully complete the CE quiz, available at the link below, you’ll receive an email from Portfolio Construction Forum. It will contain a link to immediately access your CE/CPD certificate via your complimentary Forum MyCE record on the Forum’s .edu.au online learning platform (which records any CE/CPD hours you earn from the Forum's CE Affiliates and the Forum's face-to-face and online programs) so you can:
- see the knowledge/competency areas; and,
- store, view, print and export your CE accreditation any time.
Please now click on the button below to complete the CE quiz provided by Portfolio Construction Forum for this learning activity.
Need Help? If you have any problems with regard to the CPD, please contact Portfolio Construction Forum (phone +61 2 9247 5536 or email [email protected]).
From the journal
ICE, innovation and a cool $12 trillion
Why invest in a serial innovator reshaping the US mortgage market?
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
Small grounds, world-class players
Some small economies host brilliant businesses. Here's some of the best
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports