Rob Hay, Head of Distribution and Investor Relations at Collins St Asset Management, is interviewed by Damen Purcell of Australian Fund Monitors with respect to the performance of the Collins St Value Fund in 2020 and the portfolio positioning for 2021.
Michael Goldberg, one of the principals and founders of Collins St Value Fund, was kind enough to talk to us for 90 minutes yesterday about how CSVF became one of the best performing funds in Australia, achieving a 13.5 percent return in 2019-20 compared with the ASX 200 Index which was down 7.7 percent.
Michael Goldberg from Collins St Value Fund is back on Talk Ya Book with an interesting construction engineering “turned around” story. With a very experienced management and a new focus on driving high margin, low-risk projects, he feels the company is well aligned to benefit from the infrastructure boom ahead of us. Proudly presented by […]
Michael Goldberg, Managing Director and Portfolio Manager at Collins St Asset Management, is interviewed on the ausbiz program about his outlook for ASX listed uranium stocks.
Rob Hay, Head of Distribution and Investor Relations at Collins St Asset Management, speaks with Nadine Blayney and David Scutt from ausbiz about Coronado Global Resources on 21 September 2020.
Michael Goldberg, Managing Director and Portfolio Manager at Collins St Asset Management is interviewed on the ausbiz business show about his views on the Buy Now Pay Later sector and also the dislocation between markets and the economy. Filmed on the 10th of August 2020.
Michael Goldberg, Managing Director and Portfolio Manager at Collins St Asset Management, is interviewed on the ausbiz business program about his views on the Federal Government’s mini budget and the outlook for the ASX reporting season.
The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s dealing of Brexit and the transition of the Prime Ministership from Theresa May to Boris Johnson! Six months ago, the world was enthralled and slightly wary as the USA and […]
COVID-19 has claimed many casualties however office life will not be one of them. Rather, our relationship with the office is likely to evolve into one that places an increased value on flexibility, cost efficiency and the ‘network economy’. Consequently, a strong structural tail wind supports future revenue growth in ASX listed stocks such as […]