Jittery fund managers cut gold exposure as volatility explodes
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to
Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
With the volatility in gold more extreme than bitcoin this month, red flags are emerging and forcing money managers to
Andrew Georghegan from auzbis interviewed Rob Hay on Collins St Asset Management’s #1 commodity call for 2026 and three stock positions the Investment Team believe have the potential for a sharp re-rating if the thesis plays out favourably..
The Quality at Value Team interview Managing Director Michael Goldberg about how value investing has fared through the turbulence of
Michael Goldberg is interviewed by Greg Canavan from Fat Tail Investment Research about the current surge in gold prices and
Rob Hay, Head of Distribution and Investor Relations at Collins St Asset Management, is interviewed by Damen Purcell of Australian
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.
Michael Goldberg was interviewed by Owen Raszkiewicz about his investment philosophy and what drives good investment decision making.
Insights into a selection of key portfolio holdings within the Collins St Value Fund post their August 2020 ASX announcements.
Access the complete presentation deck with portfolio insights and investment examples
Get instant online access to key fund features, metrics and performance
Get instant online access to complete fund details, investment strategy, and terms
We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.