Video

2025 Platinum Investor Roadshow

Duration
60 mins
Share this

Platinum Roadshow 2025: Replay

The 2025 Platinum Roadshow brought together investors to reflect on the major forces shaping markets this year and what they could mean for portfolios in the years ahead.

In this session, David Steinthal, the new Portfolio Manager of the Platinum International Fund, discussed how his approach, focusing on quality businesses at compelling valuations, builds on Platinum’s long-standing investment philosophy while adding his own perspective on risk management and portfolio construction.

Cameron Robertson, Portfolio Manager of the Platinum Asia Fund, shared his views on Asia’s strong performance through 2025 and highlights the key opportunities he sees across the region.

Watch the full replay below to revisit the presentations and insights from this year’s event.

Key time codes:

  • Introduction (starts at 0:13)
  • Platinum International Fund (2.21)
  • Platinum Asia Fund (23.12)
  • Q&As (41.15)

The presentation deck is available here.

Released: October 23, 2025.

Additional resources

Learn more about the Platinum International Fund and Platinum Asia Fund

Share this

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 Fund and Platinum Asia Fund (the “Funds”). The latest Platinum Trust® Product Disclosure Statement (the “PDS”) provides detail about the Funds. You can obtain a copy of the PDS and the target market determination for the Funds 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 by emailing invest@platinum.com.au.

Please note, your personal information is being collected for the purpose of managing your viewing of this webinar. All information collected will be managed in accordance with L1 Group’s Privacy Policy.

All references to L1 Capital International refer to L1 Capital International Pty Ltd ACN 628 068 717 (“L1 Capital International”). L1 Capital International is a corporate authorised representative (AFS representative number 001273764) of L1 Capital Pty Ltd ABN 21 125 378 145, AFSL 314302. References herein to the L1 Capital International Representative Portfolio are not to the Platinum International Fund. They are references to another international equity investment product that is managed by L1 Capital International and are provided for informational and reference purposes only.

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 either of the Funds. 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. The 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.

MSCI DISCLAIMER: The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com).

Contact us

Connect with our team