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Audio – 31 March 2023 Quarterly Report

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
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Audio timeline:

‚Äč- 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

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.

From the journal

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