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Funds in Focus: Platinum European Fund

Nik joined Platinum in 2006 as an analyst in the financials and services sector. He was appointed co-manager of the Platinum European Fund in 2014 and sole manager in 2017. I ... More
In our final 2023 Funds in Focus adviser webinar, Nik Dvornak, Co-Portfolio Manager for the Platinum European Fund, talks about the economic, political and energy issues facing Europe. He also outlines some of the themes driving our investment approach – themes including big company turnarounds, the Central European consumer and the investment upsides of investing in powerful networks (like stock exchanges).
Webinar slides
Recent articles
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Audio - 30 September 2023 Quarterly Report
ByDean McLelland ,08 Nov 2023Mob: 0404 832 853 Email: [email protected] Dean was formerly an investment analyst at Platinum, covering Japanese companies and being involved in the implementation of ... More
An audio recording capturing the highlights of Platinum’s September 2023 Quarterly Report is now available. The recording covers portfolio positioning, key insights, key stock holdings and outlooks for the eight Platinum Tru…
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Funds in Focus: Platinum International Technology Fund
By 31 Oct 2023In our most recent Funds in Focus adviser webinar, the portfolio manager for the Platinum International Technology Fund, Jimmy Su, delves beyond the headlines of AI and the “Magnificent 7” and covers the misconceptions…
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Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail
ByAndrew Clifford ,03 Oct 2023Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncov ... More
In late September, Platinum CEO and Co-CIO Andrew Clifford sat down with investment analyst Julian McCormack to discuss global markets. Andrew discussed the need for caution in the US, why Japan is now an attractive investment des…
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Funds in Focus: Platinum International Fund
By 20 Sep 2023In our latest Funds in Focus adviser webinar series, the portfolio managers for the Platinum International Fund, Andrew Clifford, Clay Smolinski and Nik Dvornak, discuss why the Fund is a truly global portfolio that is quite uniqu…
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Funds in Focus: Platinum Asia Fund
By 07 Sep 2023In our fifth Funds in Focus adviser webinar series for 2023, two of the portfolio managers for the Platinum Asia Fund, Andrew Clifford and Kirit Hira, discuss the exciting opportunities they are continuing to find in Asia. Challen…