See our #1 commodity call for 2026
We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.
About Us
Collins St Asset Management identifies deep value opportunities in Australian and international equities — sustainable businesses trading significantly below intrinsic value — and holds them patiently until the market recognises their worth. We keep things simple, entirely avoid complexity and leverage, and align our interests with yours through performance-based fees.
Our contrarian approach thrives when emotional investors misprice quality businesses, delivering index-unaware returns over the medium to long term.
This graph demonstrates the value of $1 invested in Collins St Value Fund at inception relative to the ASX 200 Accumulation Index and the ASX Small Ordinaries. Past performance is not a reliable indicator of future performance. Capital is not guranteed.
Additional resources
Learn more about how conviction beats convention
Rob digs Oil... and these stocks
Andrew Geoghegan at ausbiz interviews our Head of Distribution, Rob Hay, about energy sector opportunities amid global supply-demand disconnect.
Our latest Investor Presentation
13.85% p.a. returns since inception with zero management fees — discover how contrarian value investing and complete interest alignment has outperformed the ASX200 by 3.82% annually.
Our Information Memorandum
Access the official fund document detailing how zero management fees, a performance-only structure, and concentrated deep value investing deliver long-term outperformance for wholesale investors.
Find out more
If you’d like to learn more about any of our funds, please reach out to Rob Hay, our Head of Distribution and Investor Relations. You can call him on 0423 345 975 or email him at rhay@csvf.com.au.
©2026 Collins St Asset Management Pty Ltd. Available to Wholesale Investors. Past performance is not a reliable indicator of future performance. AFSL 468935. Our Privacy Policy can be accessed here.