The Rules of Investing: A hated sector that Ben Graham would love

Michael Goldberg and the team at Collins St Value Fund know a thing or two about making money off unloved and out of favour stocks and sectors. Their investments in uranium and a then-unloved pharmaceutical stock (among others) have helped them outperform the ASX 200 by over 8% per annum in the 5 years to […]

Collins St Value Fund returns 64.8pc net

Melbourne-based fundie Collins St Asset Management has extended its hot streak after its Collins St Value Fund returned 64.8 per cent per year net of fees on average to investors. As at the end of the June quarter some of the Michael Goldberg managed fund’s top holdings included Paladin, Orica, TPG Telecome, and Retail Food […]

Damen Purcell Australian Fund Monitor

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.

QAV – MICHAEL GOLDBERG, COLLINS ST VALUE FUND

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.

Chris Judd Invest – Michael Goldberg

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 […]

Active fund managers clean up amid chaos

The most extraordinary year for financial markets in living memory was a good one for active equity fund managers, particularly those who were wary of economic risk before COVID-19 struck and also took the opportunity to add structural-growth and cyclic exposures after the sell-off. Passive funds made subpar returns in the year to the end […]

Quiet achievers have year’s top value fund most bullish

Out-of-favour stocks with proven earnings are tipped to deliver this year says, the co-founders of Collins St Asset Management, Michael Goldberg, whose value fund was the top-performing long-only Australian shares strategy last year. After a year dominated by a heated growth-led recovery, the value-oriented boutique is positioned to capitalise on renewed interest in cyclical exposures, […]