My prediction is that platinum International will finish the calendar year around +7% versus the Msci -7% a 14% (!) lead for the year. With the two year number ahead as well and closing on a three-year number equivalent if not ahead. With an expectation of a further two years of significant dominance ahead. The extent to which others, using competitors, are slow to see that general outcome, will be to their detriment. that should be enough to re-energize PTM. Jack1960 has mentioned a similar expectation. Hopefully, I've been slightly more quantitative putting numbers around it.
All IMVHO.
Ann: Funds Under Management - November 2022, page-21
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