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Platinum International Brands Fund Video Update

The Platinum International Brands Fund invests in high-quality global consumer and brand-led businesses with strong competitive advantages, resilient earnings and long-term growth potential across changing market environments.
Contributors

Nikola Dvornak

Portfolio Manager, Platinum International Brands Fund


Duration
17 mins

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Investing in the World’s Strongest Brands

In an environment shaped by shifting consumer behaviour, economic uncertainty and rapid technological change, businesses with strong brands and durable competitive advantages continue to stand out.

In this latest Platinum International Brands Fund webinar update, the portfolio management team discusses the key forces shaping global consumer markets and how the Fund is positioned to identify high-quality businesses with enduring pricing power, resilient earnings and long-term growth potential.

The webinar explores how strong global brands can navigate changing market conditions, adapt to evolving consumer preferences and continue compounding value over time. It also highlights several portfolio holdings demonstrating how brand strength, innovation and global scale can create differentiated investment opportunities across industries and regions.

Webinar Chapters

  • Fund performance (0:23)
  • What may change? (5:10)
  • Stock example | Birkenstock (9:04)
  • Stock example | Galderma (11:20)
  • Stock example | Games Workshop (13:42)

The presentation deck is available here.

Released May 26, 2026.

Explore the Platinum International Brands Fund

Discover how the Platinum International Brands Fund invests in high-quality global businesses with strong brands, durable competitive advantages and long-term growth potential across changing market environments.


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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 International Brands 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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