Platinum | Through Market Cycles

A 570% gain wasn't enough to hold. This PM on why he's taking profits and where Asia's real opportunities are hiding.

Livewire | Up 570% and he’s still selling: the discipline behind this fund manager’s call

When the Chips Are Up

In the past year Korea's SK hynix has ridden the global semiconductor cycle to deliver some extraordinary share price growth. But our interest in the stock is a long-term one. As part of our Companies We Keep series we look at the rationale for buying the stock as far back as 2013.

SK hynix: When the Chips Are Up

Japan’s HALO Stocks – Quality hiding in plain sight

Japan’s leading businesses are earning a global reputation for quality, innovation and operational excellence — but many investors still underestimate the scale of the opportunity in Japanese equities.

Japan’s HALO Stocks: Quality Hiding in Plain Sight

Patience Pays Romanias Banking Champion Emerges

Romania’s Banca Transilvania has emerged as one of Europe’s standout banking success stories — combining strong management, disciplined growth and exposure to one of the continent’s fastest-growing economies.

Patience Pays: Romania’s Banking Champion Emerges

AI-capex-short-term-upside-long-term-questions

From semiconductor champions to consumer tech disruptors, Asian markets have been propelled by AI demand, resilient trade dynamics and companies building “better mousetraps” across the region.

Asia Markets 2025: AI Winners and Better Mousetraps

Experian and the AI Moat Why Data Wins in an AI World

As markets question whether AI will erode competitive advantages, Experian demonstrates why proprietary data, regulatory trust and embedded infrastructure may become even more valuable in an AI-driven world.

Experian and the AI Moat: Why Data Wins in an AI World

Roadshow | Platinum

Watch the replay of the 2026 Platinum Investor Roadshow featuring insights from David Steinthal, Cameron Robertson and James Hawkins on global markets, AI, Asian equities and activist investing opportunities.

2026 Platinum Investor Roadshow

Apogee Article

An inside look at the investment case behind Apogee Therapeutics, from preclinical promise through to emerging clinical validation.

Reaching its Apogee? Inside One of Biotech’s Most Interesting Emerging Stories

Asia tech the future is taking passengers

Asia’s tech sector is no longer just following global innovation trends. It is helping define them, from autonomous vehicles and semiconductors to AI-powered consumer platforms.

Asia tech: the future is taking passengers

Platinum International Fund | Platinum

David Steinthal, Portfolio Manager of the Platinum International Fund, provides an update on the macroeconomic investment environment, how Artificial Intelligence is impacting sentiment and fundamentals leading to market volatility and investment opportunities, and positioning of the Platinum International Fund.

March 2026 Investor Update | Platinum International Fund

Platinum Asia Fund | Platinum

Most Australian investors are heavily exposed to US tech and little else. Here's what they're missing according to Cameron Robertson.

Livewire | 50% of the global economy is missing from most Aussie portfolios. Here’s how to add it in

Japan 2026 A new PM heralds a new golden age

Former Australian Prime Minister, Paul Keating, once said "When you change the government, you change the country." We're about to see whether that holds true in Japan.¹

Japan 2026: A new PM heralds a new golden age?

Silicon Shield What Taiwan’s TSMC teaches us about investing in Asia

Taiwan Semiconductor Manufacturing Company (TSMC) is one of the world’s most important companies. It’s made investors rich, dominates Taiwan’s economy and is front of mind for strategists in Beijing and Washington. How did TSMC become so important – and what does it tell us about investing in Asia in 2026? 

Silicon Shield: What Taiwan’s TSMC teaches us about investing in Asia

Precision Medicine

How precision medicine transformed chronic myeloid leukaemia from a fatal disease into a manageable condition — and why next-generation allosteric therapies may represent the next major breakthrough.

Blood Cancer and Precision Medicine: A New Era for CML

Platinum International Fund Portfolio Manager David Steinthal discusses tariffs, the AI investment boom and why wide divergences across regions, sectors and companies are creating compelling opportunities for active investors.

November 2025 Investor Update | Platinum International Fund

AI’s Spending Boom Opportunity or Overreach

The AI investment boom is accelerating, but questions remain around long-term returns, sustainability and who ultimately captures the value. Jimmy Su explores why the current AI capex cycle could still have further to run — despite growing market scepticism.

AI’s Spending Boom: Opportunity or Overreach?

David Steinthal and Cameron Robertson discuss the major forces shaping global markets in 2025 — from AI and market concentration to Asia’s strong performance and the opportunities emerging across global equities.

2025 Platinum Investor Roadshow

Europe 2025: don’t waste a crisis

After years of underperformance, Europe may finally be positioned for renewal — with reform, deregulation and capital market deepening creating opportunities for long-term investors.

Europe 2025: Don’t Waste a Crisis

The-Journal-Biotech

Chinese biotech may dominate headlines, but European companies like Genmab and Merus are emerging as important innovators in antibody therapies.

Europe’s Rise in Biotech Innovation

Japan’s miracle comeback – what investors need to know

After decades of stagnation, Japan may finally be entering a new era of growth, with corporate reform, rising productivity and industrial renewal creating compelling opportunities for long-term investors.

Japan’s miracle comeback: What investors need to know

Idexx All creatures great and small and profitable

Why one of the world’s leading veterinary diagnostics companies continues to benefit from the growing humanisation of pets and why the market may still underestimate its long-term growth potential.

Idexx: All creatures great and small and profitable

Japanese shares riding on the shoulders of giants (1)

Japan’s leading global companies are benefiting from corporate reform, strong brands and long-term structural growth trends.

Japanese shares: Riding on the shoulders of giants

Apple’s AI Moment of Truth

Apple dominated the smartphone era, but artificial intelligence could represent a far more disruptive platform shift. Jimmy Su explores whether Apple’s strengths, including its ecosystem, brand and privacy-first approach, are enough to compete in the AI age.

Are we still misunderestimating Asia

Asia has repeatedly defied expectations, evolving from a low-cost manufacturing hub into a global leader in innovation, technology, and economic growth. Yet despite its growing influence, many investors still underestimate the region’s long-term potential.

Are we still ‘misunderestimating’ Asia?

Riding Out the Storm Why Long-Term Strategy Still Wins

Market volatility can test investor conviction, but enduring global brands with strong competitive advantages remain well positioned to compound value over time.

Riding Out the Storm: Why Long-Term Strategy Still Wins

The SaaS Survivors Finding Quality Beyond the Hype

After years of exuberance and sharp valuation resets, the SaaS sector is entering a more disciplined era. AI, competition and changing customer behaviour are reshaping the outlook for software businesses, and creating new questions for investors.

The SaaS Survivors: Finding Quality Beyond the Hype


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MLC Platinum Global Fund

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Platinum Global Fund (Long Only)

The Fund provides investors with diversified exposure to companies with strong consumer and business brands across a range of industries and geographies. The strategy focuses on businesses with pricing power, customer loyalty and resilient long-term earnings potential, including both established global leaders and emerging brands. View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum International Brands Fund

The Fund provides investors with exposure to high-quality technology and technology-enabled businesses globally. The strategy focuses on identifying companies with long growth runways, mission-critical products and services, and technologies that may reshape industries and create long-term value. View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum International Technology Fund

The portfolio combines globally competitive Western European businesses with structural growth opportunities across Central and Eastern Europe through a benchmark-agnostic, actively managed investment approach View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum European Fund

The fund aims to benefit from ongoing innovation and change in global healthcare and medicine View the continuous disclosure for important information relating to the Fund.
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Platinum International Health Sciences Fund

The Platinum Japan Fund invests in Japanese companies with durable competitive advantages, strong management teams and exposure to long-term structural trends shaping Japan’s economy and industrial leadership View the continuous disclosure for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum Japan Fund

View the continuous disclosure for important information relating to the Fund.
 

For historical distribution information across all funds, please visit the distribution history page.




Platinum International Fund

Quoted on the ASX and accessible through brokers, PIXX provides a simple and convenient means for investors to gain exposure to an actively managed, high conviction, long only portfolio of companies from around the world and across industry sectors. For historical distribution information across all funds, please visit the Distribution history page.
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