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Podcast

Audio – 30 June 2023 Quarterly Report

An audio recording capturing the highlights of Platinum’s June 2023 Quarterly Report is now available. The recording covers portfolio positioning, key insights, new stock holdings and outlooks for the eight Platinum Trust Funds plus the Platinum Global Transition Fund (Quoted Managed Hedge Fund). It also provides a summary of our feature article “How Japan Regained Its Mojo” by portfolio manager James Halse.

You can read the full PT Funds Quarterly Report below, which includes the Macro Overview by co-CIO Andrew Clifford (available in audio format here):
 
30 June 2023 Quarterly Report

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- Introduction: 00:00
- Platinum International Fund: 01:00
- Platinum Asia Fund: 13:50
- Platinum Global Fund (Long Only): 26:32
- Platinum European Fund: 30:34
- Platinum Japan Fund: 35:26
- Platinum International Brands Fund: 39:12
- Platinum International Health Care Fund: 42:42
- Platinum International Technology Fund: 47:35
- Platinum Global Transition Fund (Quoted Managed Hedge Fund): 52:17
- Feature Article: How Japan Regained Its Mojo: 58:00

Disclaimer DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.
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