2026 Meet the Managers | Investment Crossroads
Hear from L1 Group’s portfolio managers David Steinthal, Cameron Robertson and James Hawkins as they share their perspectives on today’s investment environment, the opportunities they are finding across global markets and why active management matters.Recorded 1 September 2026

Introduction
Chris Clayton, Head of Distribution at L1 Group, provides an update on the Group and introduces the theme of Investment Crossroads. He explores how AI, market concentration, geopolitical uncertainty and changing economic conditions are creating both opportunities and risks for investors. Against this backdrop, disciplined active management remains critical to identifying opportunities beyond the market’s most crowded areas.
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Platinum International Fund
David Steinthal, Portfolio Manager of the Platinum International Strategy, explores the opportunities emerging from increasingly concentrated global markets. He explains why the team remains positive on AI while maintaining valuation discipline, and where it is finding compelling value across high-quality businesses that have fallen out of favour.
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Invest | Platinum International Strategy
Platinum Asia Fund
Cameron Robertson, Portfolio Manager of the Platinum Asia Strategy, explores the diverse opportunities emerging across Asian markets. He discusses how the team is navigating the AI-driven technology cycle while maintaining a diversified approach, with attractive opportunities emerging across areas including Indian healthcare, Korea, China and Southeast Asia.
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Invest | Platinum Asia Strategy
L1 Capital Catalyst Fund
James Hawkins, Partner and Head of the L1 Capital Catalyst Fund, explains how the Fund’s active ownership approach seeks to unlock value in Australian companies. He explores how strategic, financial, operational and governance catalysts can drive shareholder value, with James Hardie and BlueScope highlighted as examples of this approach in practice.
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Invest | L1 Capital Catalyst Fund
Explore the strategies
Continue exploring the investment strategies featured in Meet the Managers.
Platinum International Strategy
Platinum Asia Strategy
L1 Capital Catalyst Fund
PXC Advisors
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This presentation has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). Platinum is the responsible entity and issuer of units in the Platinum Trust® Funds (the “Funds”). This publication contains general information only and is not intended to provide any person with financial advice. It does not take into account any person’s (or class of persons’) 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 Platinum Trust® Product Disclosure Statement (including any Supplement(s) thereto) (“PDS”) and consider your particular investment objectives, financial situation and needs before making any investment decision to invest in (or divest from) a Fund. The Funds’ target market determination is available at www.platinum.com.au/invest-now. You can obtain a copy of the current PDS from Platinum’s website, www.platinum.com.au or by phoning 1300 726 700 (within Australia), 0800 700 726 (within New Zealand) or +61 2 9255 7500, or by emailing to invest@platinum.com.au.
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