About Us

Collins Street Asset Management seek to preserve and grow your wealth, both now and for your family over the years and generations ahead.

THE COLLINS ST ASSET MANAGEMENT DIFFERENCE

We provide wholesale investors with...

What Drives us

Our Philosophy

“It is impossible to produce a superior performance unless you do something different from the majority” – Sir John Templeton

Our investment philosophy has been shaped by some of the greatest and most influential value investors of the modern era and brings with it an approach that is both pragmatic and tailored to the nuances of the Australian market. Fundamentally, we believe that:

  • Great investment ideas can take time to find and implement, but can provide superior outcomes for patient investors over the medium to long term;
  • Capital preservation should always be prioritised over  expected future returns, with the risk of an investment being diminished when known assets / cashflows are purchased at a deep discount to its intrinsic value; and
  • Alignment of interests are essential, both between shareholder and company management and investment manager and investor. Good governance is essential and should never be compromised.

The collins st value fund

Our Performance

“You can get rich slowly or you can get poor quickly. Timeframes and outcomes rarely cross over” – Michael Goldberg

The Collins St Value Fund has delivered ~17.4% p.a. gross return since inception in February 2016 – a result which has seen a dollar invested at that time grow to more than $1.70 today.

This performance has seen the Collins St Value Fund consistently rank in the top 10% of its peer group of the medium to long term ( on both a gross and net basis) as measured by independent research consultants.

Ranked #1/111 peers and 1/101 peers  based on after-free performance by MorningStar over 1 and 3 years respectively (to 31 August 2020).

Our Team

Meet The Team

Michael Goldberg

Co-Founder, Managing Director & Portfolio Manager

Michael is a Founder, Managing Director and Portfolio Manager of the Fund. Prior to founding the fund, Michael was a senior portfolio manager at a Melbourne based Managed Investments provider. During his time there he managed portfolios for and advised some of Australia’s largest family offices and high net worth individuals.

Michael has a Bachelor’s degree from Monash University where he studied Banking & Finance and Management. Additionally, Michael is RG146 compliant in superannuation, securities and geared investments.

Michael has previous practical experience in the service and retail industry, both through his family business and as the founder of a service business. Michael’s experience gives him a unique insight into business and business relationships enabling him to better understand and identify attractive investments.

Michael and his family are invested in the Collins Street Value Fund on equal footing with all the funds investors.

Vasilios Piperoglou

Co-Founder & Head Analyst

Prior to founding the Fund, Vas managed equity portfolios for wholesale clients at a boutique firm where he was a Portfolio Manager from 2010 through 2014.

Additionally, Vas has managed a private equity portfolio since 2005. Vas has also managed a number of businesses, including a state wide food and beverage business, a highly profitable publishing company and an enterprise within the hospitality industry.

With a wealth of first-hand experience across several industries, Vas has a unique ability to see through much of the market noise and identify quality investments.

Vas is RG146 certified in securities and margin lending and is certified to provide financial advice by the Investment Banking Institute.

Vas and his wife Kate have a substantial personal investment in the Fund – backing the Fund’s ideas with their own capital.

Anton Lawrence

Chief Strategist

Anton has over 30 years experience as an investment analyst and fund manager.

Specialising in product structuring, due diligence and regulatory compliance, Anton provides the advice and know how necessary to drive the Fund’s compliance and processes, while also providing invaluable advice on the impact of macroeconomic thematics.

Having been integral in the launch of the Collins Street Value Fund, Anton is heavily invested in the Fund’s success.

Anton is RG146 compliant and is a responsible manager of the Fund’s AFSL.

Rob Hay

Head of Distribution & Investor Relations

Rob joined Collins Street Asset Management as the Head of Distribution and Investor Relations in 2019. Prior to joining Collins Street Asset Management, Rob has established a 15 year career in the Financial Services industry where he has held a diverse range of national and state based rolls.

Rob’s expertise include distribution, research and advisory across a wide range of product types with a specific focus on providing services to the Wholesale and High Net Worth communities.

Rob has a Master of Business Administration, Juris Doctor, Bachelor of Arts, Graduate Diploma in Financial Planning, is ADA2 qualified and holds a range of industry specific qualifications across equities, margin lending and self-managed superannuation.

As a passionate investor and advocate for investors, Rob is well place to support both existing and prospective investors with any queries or needs that they may have.