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Funds in Focus: Platinum International Brands Fund

In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse discusses the Platinum International Brands Fund. James focuses on the Fund’s investment philosophy, recent performance, the outlook for the consumer sector and portfolio positioning. Key investment themes discussed include China’s reopening, under-appreciated Japanese stocks, health and active lifestyles, and our thoughts on the pandemic beneficiaries and expensive "defensives".

Webinar Slides

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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