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 […]


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.

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.

Australian Investor Podcast

Michael Goldberg was interviewed by Owen Raszkiewicz about his investment philosophy and what drives good investment decision making.