
Platinum Japan Fund Video Update
Released May 20, 2026.
Leon Rapp
Portfolio Manager, Platinum Japan Fund
Japan’s New Golden Age
Japan is undergoing a profound transformation, with corporate reform, improving shareholder returns and changing management incentives reshaping the investment landscape. In this latest Platinum Japan Fund webinar update, Portfolio Manager Leon Rapp discusses why these structural shifts are creating compelling long-term opportunities for active investors.
Leon explores how Japan has entered a “new era” of corporate governance and capital discipline, with companies increasingly focused on profitability, efficiency and shareholder value. He also outlines the key characteristics Platinum looks for when identifying businesses capable of delivering sustainable long-term growth.
The webinar includes a closer look at several portfolio holdings, including Itochu, Hokkaido Electric Power and Nintendo, highlighting how company-specific opportunities are emerging across a broad range of sectors in Japan.
Against a backdrop of improving fundamentals and still-attractive valuations, Leon explains why Japan remains one of the most compelling investment opportunities globally.
Video Chapters
- Portfolio performance (0:29)
- Japan – A new Golden Age beckons (0:56)
- What we look for (7:13)
- Stock example | FANUC (8:28)
- Stock example | Toyota (9:25)
- Stock example | Fast Retailing (10:52)
The presentation deck is available here.
Explore the companies shaping Japan’s next era of growth
See how the Platinum Japan Fund invests in businesses at the centre of Japan’s innovation, industrial transformation and long-term economic resurgence.
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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 Japan 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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