L1 Global Long Short Fund Limited Registered · ASX:GLS

L1 Global Long Short Fund Limited Registered — Platinum Capital — Shareholder Meeting (November 2019)

9 slides from L1 Global Long Short Fund Limited Registered's shareholder meeting presentation, Nov 14, 2019

  1. Slide 1: Annual General Meeting

    For personal use only Annual General Meeting 14 November 2019 Platinum Capital Limited ABN 51 063 975 431

  2. Slide 2: Investment performance – year to 30 June 2019

    Investment performance – year to 30 June 2019 For personal use only  Platinum Capital Limited’s overall investment return (pre-tax NTA) for the 2019 financial year was flat at 0.01%.  This return occurred against a backdrop of significant volatility across global markets, with the re-emergence of

  3. Slide 3: Pre-tax NTA returns since inception (29 June 1994)

    Pre-tax NTA returns since inception (29 June 1994) For personal use only Monthly rolling 5 year pre-tax NTA returns since inception to 30 June 2019ii PMC MSCIiii Total number of monthly rolling 5 year periods ii 241 241 Periods where return was positive (% of total) 96% 63% Periods where return was

  4. Slide 4: Statutory accounts and dividends

    Statutory accounts and dividends For personal use only Statutory accounts  For the financial year ended 30 June 2019, the Company made a statutory pre-tax operating loss of $20,000 and a post-tax operating loss of $373,000. Dividends  The Company declared a fully-franked 2019 final dividend of 4 c

  5. Slide 5: Investment performance as at October 2019

    Investment performance as at 31 October 2019 For personal use only MSCI All Country Pre-Tax NTA Period World Net Index Return * ($A) Return** 1 year (compound pa) 11.0% 15.8% 3 years (compound pa) 10.8% 15.1% 5 years (compound pa) 9.4% 12.4% Since inception (compound pa) 12.0% 7.3% * PMC’s returns a

  6. Slide 6: Proxy results: Re-election of Richard Morath as a Director

    Proxy results For personal use only 1. Re-election of Richard Morath as a Director OPEN-USABLE OPEN-USABLE FOR AGAINST CHAIR NON-CHAIR 35,621,047 894,513 1,927,503 1,277,654 89.68% 2.25% 4.85% 3.22% 6

  7. Slide 7: Proxy results: Adoption of the Remuneration Report

    Proxy results For personal use only 2. Adoption of the Remuneration Report OPEN-USABLE OPEN-USABLE FOR AGAINST CHAIR NON-CHAIR 31,591,263 3,246,177 1,830,131 1,134,181 83.57% 8.59% 4.84% 3.00% 7

  8. Slide 8: Platinum Capital Limited

    Platinum Capital Limited For personal use only  Close of meeting  Investment manager’s report 8

  9. Slide 9: Disclaimer

    Disclaimer For personal use only The information provided in these presentation slides is not intended to be financial advice. It does not take into account the investment objectives, financial situation or particular needs of any person, and should not be used as the basis for making investment, fi

Platinum Capital — Shareholder Meeting (November 2019) on 6ix