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.

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.