An audio recording capturing the highlights of Platinum’s March 2023 Quarterly Report is now available. The recording covers portfolio positioning, key insights, new stock holdings and outlooks for the eight Platinum Trust Funds.
You can also view the full Quarterly Report, which includes the Macro Overview by co-CIO Andrew Clifford (available in audio and article format here) and a full recap on all the Platinum Trust Funds, below:
31 March 2023 Quarterly Report
Listen now
Audio timeline:
- Introduction: 00:00
- Platinum International Fund: 00:55
- Platinum Asia Fund: 12:22
- Platinum Global Fund (Long Only): 18:25
- Platinum European Fund: 21:57
- Platinum Japan Fund: 26:32
- Platinum International Brands Fund: 29:10
- Platinum International Health Care Fund: 31:54
- Platinum International Technology Fund: 34:24
From the journal
Indonesia climbs towards a Golden future
Our giant neighbour has a plan for growth. That’s good for Indonesians – and investors.
Reversing globalisation – will investors pay?
Could policies that reverse globalisation hurt investors in international shares?
Searching for value in tech stocks
How do you find a tech stock that's good value?
The shipping news is good. But for which company?
Supply/demand dynamics are set fair for tanker companies. But which company can ride the wave?
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