Platinum Asset Management Quarterly Report September 30, 2018

Summary

Includes detailed analysis of Platinum Asset Management's positions in SSNLF, FB, GLCNF, GLCNY, RAIFF, RAIFY, KB, P, VOD, IPXHF, RKUNY, RKUNF, IVCCF, IVCCY, ITOCF, ITOCY, NSANY, PGENY, PIGEF, TSG, TAP, CYYHF, CZASY, BIOVF, LBTSF, GLPG, GILD, DSKYF, DSNKY, TSM, JD.

The Fund (C Class) returned 6.4% for the past year and a loss of 0.5% over the last quarter.

As investors shunned the cyclical sectors of the market, a number of our financials and real estate holdings detracted from performance.