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The Next Asian Winners May Not Be AI with Cameron Robertson – Equity Mates

From AI infrastructure to healthcare and consumer businesses, explore the opportunities shaping Asia’s diverse markets.

The Next Asian Winners May Not Be AI with Cameron Robertson | Equity Mates

Platinum International Fund | Platinum

David Steinthal, Portfolio Manager of the Platinum International Fund, discusses the current investment environment, the ongoing impact of artificial intelligence on markets and company fundamentals, and why Platinum continues to see compelling long-term opportunities across much of the portfolio.

September 2026 Investor Update | Platinum International Fund

Investments

Watch Cameron Robertson, Portfolio Manager of the Platinum Asia Strategy, discuss the forces shaping Asian markets, emerging growth opportunities and long-term themes for the Platinum Asia Fund. Released 1 September 2026.

Platinum Asia Fund | Investor Update

June 2026 Investor Update | Platinum International Fund

Cameron Robertson, Portfolio Manager of the Platinum Asia Fund, discusses the major forces shaping Asian markets, the structural trends driving growth across the region, and how the Fund is positioned to capture long-term opportunities emerging from Asia’s evolving economic and technological landscape. 
 
Released 18 June 2026.

Platinum Japan Fund | Platinum

Leon Rapp, Portfolio Manager of the Platinum Japan Fund, discusses the powerful structural shifts reshaping the Japanese economy, key investment themes driving growth, and how the Fund is positioned to capture long-term value in one of the world’s most compelling markets. 
 
Released 18 June 2026.

Platinum Japan Fund | Investor Update

Platinum European Fund | Platinum

Adrian Cotiga, Portfolio Manager of the Platinum European Fund, discusses the major forces reshaping Europe’s investment landscape, key opportunities emerging across the region, and how the Fund is positioned to capture long-term value in a rapidly changing global environment. 
 
Released 18 June 2026.

Platinum European Fund | Investor Update

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

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

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

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

On 14 September 2026, the Platinum International Technology Fund was renamed the PXC Advisors Dynamic Return Fund and management of the Fund transitioned to PXC Advisors Pty Ltd.
PXC Advisors Pty Ltd now provides investment recommendations for the Fund under a new investment strategy. Platinum Investment Management Limited remains the Fund’s responsible entity and continues to implement its investment decisions.
The PXC Advisors Dynamic Return Strategy is an absolute-return, global long-short strategy focused on identifying mispriced investment opportunities arising from significant business and industry inflection points through intensive bottom-up research and independent thinking.
Existing investments remain in the same registered managed investment scheme, and investors do not need to take any action solely as a result of these changes. Since 14 September 2026, the Fund has moved from daily valuations and withdrawals to monthly dealing.
A new Product Disclosure Statement took effect on 14 September 2026. It outlines the Fund’s updated investment objective and strategy, investment process, risks, fees and costs, dealing arrangements and other features. Investors should read the relevant disclosure documents before investing or deciding whether to continue holding units in the Fund.
For more information:

Read the PXC Advisors Dynamic Return Fund Product Disclosure Statement dated 14 September
Learn more about PXC Advisors

The Platinum International Technology Fund is closed to new investors.
 View the continuous disclosure documents for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


PXC Advisors Dynamic Return Fund (formerly the Platinum International Technology Fund)

View the continuous disclosure documents for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


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 documents 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 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 documents for important information relating to the Fund.
 For historical distribution information across all funds, please visit the distribution history page.


Platinum European 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 documents 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 documents 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.
 Registered Office  
Platinum Investment Management
Level 9, 7 Macquarie Place, Sydney NSW 2000
+61 (2) 9255 7500
invest@platinum.com.au
&nbsp;
Unit Registry
Apex Fund Services Pty Ltd
Phone 1300 133 451
Fax +61 2 9251 3525
Email L1Platinum@Apexgroup.com


Platinum International Fund Active ETF (ASX:PIXX)

A fundamental, bottom-up, independent research process centred around quality and value

Platinum International Strategy

The Fund provides investors with diversified exposure to companies across Asia (excluding Japan). The strategy focuses on identifying businesses where market prices may not fully reflect long-term growth potential, structural change or improving business quality

Platinum Asia Strategy

Quoted on the ASX and accessible through brokers, PAXX provides a simple and convenient means for investors to gain exposure to an actively managed, diversified portfolio of Asian (ex-Japan) companies across industry sectors. For historical distribution information across all funds, please visit the Distribution history page.
 Registered Office  
Platinum Investment Management
Level 9, 7 Macquarie Place, Sydney NSW 2000
+61 (2) 9255 7500
invest@platinum.com.au
&nbsp;
Unit Registry
Apex Fund Services Pty Ltd
Phone 1300 133 451
Fax +61 2 9251 3525
Email L1Platinum@Apexgroup.com
&nbsp;


Platinum Asia Fund Complex ETF (ASX:PAXX)

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The Journal category: Podcast and Video

The Next Asian Winners May Not Be AI with Cameron Robertson | Equity Mates

September 2026 Investor Update | Platinum International Fund

Platinum Asia Fund | Investor Update

June 2026 Investor Update | Platinum International Fund

Platinum Asia Fund | Investor Update

Platinum Japan Fund | Investor Update

Platinum European Fund | Investor Update

2026 Platinum Investor Roadshow

March 2026 Investor Update | Platinum International Fund

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

November 2025 Investor Update | Platinum International Fund

2025 Platinum Investor Roadshow

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