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Platinum Asset Management
14 followers -
Australian based fund manager specialising in investment in international equities.
Australian based fund manager specialising in investment in international equities.

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Here is an audio recording of the highlights from Platinum’s March 2018 Quarterly Report. In addition to an update on each of the Platinum Trust Funds, the podcast also covers CIO Andrew Clifford’s recent presentation on Platinum’s investment approach and his quarterly Macro Overview which discusses the implications of rising US interest rates, intensifying US/China trade relations, and China’s financial system reform.
https://www.platinum.com.au/Insights-Tools/The-Journal/31-March-2018-Quarterly-Report-Audio
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Sparked by rising interest rates in the US and increasing tension between the US and China over trade tariffs, global markets experienced a return of volatility in the first quarter of 2018. Andrew Clifford takes a deep look at these issues and shares our outlook over the medium-term. https://www.platinum.com.au/Insights-Tools/The-Journal/Macro-Overview-March-2018
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2018 Roadshow Presentation
Platinum recently completed its capital city investor and adviser roadshow. Here is a video of the Sydney investor presentation.
https://www.platinum.com.au/Insights-Tools/The-Journal/2018-Roadshow-Presentation
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Asian Market - A Year in Review - Oct 2017 (Video)
At the 2017 Annual General Meeting of Platinum Asia Investments Limited (ASX: PAI), Joseph Lai, PAI's Portfolio Manager, addresses shareholders with a review of the key developments in the Asian market over the past year, particularly the significant reform measures and structural changes in the all-important Chinese economy, as well as an outlook for the year ahead. http://bit.ly/2iUuK57
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Platinum Int'l Brands Fund Manager Jamie Halse on profiting from creative destruction in brands and retailing.

https://www.platinum.com.au/journal/views/profiting-from-creative-destruction-in-brands-and-retailing/
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We are pleased to announce that on the 14th September 2017 we will be launching two quoted managed funds on the ASX (PIXX & PAXX). These will be feeder funds into the existing Platinum International Fund and Platinum Asia Fund. https://www.platinum.com.au/journal/fundamentals-of-investing/qmf-launch/
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After an eventful final quarter of 2016 we look at some of the big issues, incl US tax reform. https://www.platinum.com.au/documents/funds/all_pt_funds/quarterly_reports/ptqtr_1216.pdf
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