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Platinum Asia Fund Video Update

Cameron Robertson, Portfolio Manager of the Platinum Asia Fund, discusses the major forces shaping Asian markets, the structural trends driving growth across the region, and how the Fund is positioned to capture long-term opportunities emerging from Asia’s evolving economic and technological landscape.

Released May 20, 2026.
Contributors

Cameron Robertson

Portfolio Manager, Platinum Asia Strategy


Duration
7 mins

Asia’s Next Growth Wave

In a period marked by geopolitical tension, energy market volatility and rapid technological change, Asia continues to present a diverse and evolving investment landscape.

In this latest Platinum Asia Fund webinar update, Portfolio Manager Cameron Robertson explores the major forces shaping markets across the region, including the growing influence of AI-driven technology investment, changing trade dynamics and the impact of shifting global supply chains.

Cameron discusses how these structural trends are creating both risks and opportunities across Asian markets, and explains where the Fund is finding attractive long-term value. The webinar also highlights several portfolio holdings that demonstrate how innovation, market leadership and changing consumer demand are driving growth across the region.

Webinar Chapters

  • Portfolio performance (0:11)
  • Market outlook (0:34)
  • Stock example | Jollibee (1:39)
  • Stock example | TSMC (4:26)
  • Why Asia? (5:36)

The presentation deck is available here.

Explore Asia’s emerging long-term growth opportunities

Discover how the Platinum Asia Fund invests across some of the world’s fastest-growing and most dynamic economies.


This presentation has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221035, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum Asia Fund (the “Fund”). The latest Platinum Trust® Product Disclosure Statement (the “PDS”) provides detail about the Fund. You can obtain a copy of the PDS from Platinum’s website www.platinum.com.au, or by contacting Investor Services on 1300 726 700 (Australian investors only), or 0800 700 726 (New Zealand investors only), or 02 9255 7500, or via invest@platinum.com.au.

The information contained in this presentation is general information only and not intended to be financial product advice. It has not been prepared taking into account any particular investor’s or class of investors’ investment objectives, financial situation or needs, and should not be used as the basis for making investment, financial or other decisions. You should read the entire PDS and consider your particular investment objectives, financial situation and needs prior to making any investment decision to invest in the Fund. You should also obtain professional advice prior to making an investment decision.​

Commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. While the information in this presentation has been prepared in good faith and with reasonable care, no representation or warranty, express or implied, is made as to the accuracy, adequacy or reliability of any statements, estimates, opinions or other information contained in the presentation, and to the extent permitted by law, no liability is accepted by any company of the L1 Group or their directors, officers or employees for any loss or damage as a result of any reliance on this information. L1 Group means L1 Group Limited ABN 13 050 064 287 and all of its subsidiaries and associated entities (including Platinum). Some numerical figures in this presentation have been subject to rounding adjustments. Certain information contained in this presentation may constitute “forward-looking statements”.  Due to various risks and uncertainties, actual events or results, may differ materially from those reflected or contemplated in such forward-looking statements and no undue reliance should be placed on those forward-looking statements.​

Past performance is not a reliable indicator of future returns.​

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