Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Brands Fund”. A copy of the letter can be downloaded here. The fund returned 1% in the quarter compared to 6% for the MSCI AC World Index. This was a challenging quarter for the fund. The performance in the quarter was affected by the shift of capital to AI names. Also, in the US, indications of declining consumer confidence and lackluster job figures have put a damper on the consumer brands industry. The fund continues to see brand-based businesses as...
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