
Platinum European Fund | Investor Update
Released May 20, 2026.
Adrian Cotiga
Portfolio Manager, Platinum European Fund
Finding Value Across Europe
Europe is undergoing significant economic, industrial and geopolitical change, creating a broad range of opportunities across the region’s diverse markets and industries.
In this latest Platinum European Fund webinar update, Portfolio Manager Adrian Cotiga discusses the key forces shaping Europe’s investment landscape, including energy security, industrial competitiveness and shifting global trade dynamics. Adrian also explores why Europe’s diverse market structure and valuation profile continue to present attractive opportunities for active investors.
The webinar highlights how the Fund is uncovering long-term opportunities across a wide range of European businesses positioned to benefit from structural change, resilient business models and improving market fundamentals.
Webinar Chapters
- Market outlook (0:25)
- Fund performance (2:58)
- Portfolio themes (4:43)
- Stock example | Société Générale (7:51)
- Stock example | Zabka (9:17)
- Why allocate to Europe? (10:56)
- Summary (13:32)
The presentation deck is available here.
Discover opportunities emerging across Europe
Explore how the Platinum European Fund invests in high-quality European businesses benefiting from structural change, industrial transformation and evolving economic trends across the region, offering differentiated exposure within a globally diversified portfolio.
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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 European 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.
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