Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the Platinum International Brands Fund in 2017, as well as heading up the ... More
A recent trip to Japan by members of our investment team confirmed that corporate governance is well and truly gaining traction, much to the delight of shareholders. The country is also experiencing a massive step up in investment in digital technology and manufacturing. Portfolio manager Jamie Halse talks through the various investment themes they saw first-hand and why he believes Japanese equities are a very interesting investment opportunity, especially considering the ROE vs. valuations.
DISCLAIMER: This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006 AFSL 221935, trading as Platinum Asset Management ("Platinum") the investment manager of Platinum World Portfolios plc ("PWP"). Platinum World Portfolios plc ("Company") is an investment company with variable capital incorporated with limited liability in Ireland with registered number 546481 and established as an umbrella fund with segregated liability between sub-funds pursuant to the European Communities (Undertakings for Collective Investment in Transferable Securities) Regulations 2011 (as amended) ("UCITS Regulations").
This information is accurate at the time of publication. This information is general information only and has not been prepared taking into account any particular investor’s investment objectives, financial situation or needs, and should not be used as the basis for making an investment decision. You should obtain professional advice prior to making any investment decision.
The market commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information.
Investing is not without risk. Neither Platinum, any company of the Platinum Group, nor any of the respective directors and officers of the aforementioned, guarantee the performance of any investment product, strategy or fund referenced herein, the repayment of capital, or the payment of income. Past performance is not a reliable indicator of future performance. Returns could be reduced, or losses incurred due to currency fluctuations.
The information contained herein is aimed at professional clients within the meaning of Article 4.1(10) of the Markets in Financial Services Directive 2014/65/EU (MiFID II) (“Professional Client”). This information does not constitute an offer or invitation to subscribe for shares in PWP and no person resident in the United Kingdom or the European Union other than a Professional Client should act or rely on this information.
Prior to making any investment in PWP, please refer to the prospectus of PWP and to the relevant Key Investor Information Document (“KIID”) and do not base any final investment decision on this communication alone.
