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 Trust Funds plus the Platinum Global Transition Fund (Quoted Managed Hedge Fund).
You can read the full PT Funds Quarterly Report and the Platinum Global Transition Fund Quarterly Report at the links below.
30 September 2023 PT Funds Quarterly Report
30 September 2023 Platinum Global Transition Fund Quarterly Report
Listen now
- Introduction: 00:00
- Platinum International Fund: 00:52
- Platinum Asia Fund: 08:39
- Platinum Global Fund (Long Only): 14:35
- Platinum European Fund: 17:55
- Platinum Japan Fund: 22:15
- Platinum International Brands Fund: 26:42
- Platinum International Health Sciences Fund: 30:00
- Platinum International Technology Fund: 33:27
- Platinum Global Transition Fund (Quoted Managed Hedge Fund): 39:14
From the journal
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
Video – The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
2024 Q1 Adviser Update Webinar
In this recently recorded webinar, Co-Chief Investment Officer, Andrew Clifford, provided key insigh...
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