February 2024 ASX Reporting Season Update
Vasilios Piperoglou and Rob Hay share Collins St Asset Management’s insights into the February 2024 ASX reporting season with a special emphasis on the gold and traditional energy sectors.
Talk Ya Book – March 2024 Interview (CVN.ASX)
Michael Goldberg is interviewed by Chris Judd as part of the Talk Ya Book series on shareholder activism and Carnarvon Energy (CVN.ASX).
Ramelius Resources Insights Interview
Rob Hay is interviewed by Nadine Blayney from auzbis on the investment thesis underpinning a high conviction position in Ramelius Resources (RMS.ASX).
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.
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 […]
Eureka Report Podcast
Michael Goldberg was interviewed by Alan Kohler from the Eureka Report about the Collins St Value Fund’s unique fee structure, investment philosophy and research process.