In the second of our 2023 Funds in Focus adviser webinar series, portfolio managers Jodie Bannan and Liam Farlow discuss the recently launched Platinum Global Transition Fund (Quoted Managed Hedge Fund), a fund that invests in undervalued companies from around the world that are seeking to financially benefit from the carbon transition. Jodie and Liam focus on the Fund’s current portfolio positioning, key stocks and the drivers of recent performance. With an investment universe that includes transport, energy (storage, production and transmission, efficiency), the circular economy, food production, and hydrocarbon substitutes, they have a broad selection of stocks to invest in.
Webinar Slides
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