Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
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 Group. The fund first started to invest in a basked of uranium companies in 2017 and attributed party of its success to this decision.
Chief investment Officer Vasilios Piperoglou discusses some of the more surprising investment plays from the Collins St Global Fund & Collins St Value Fund
Investment Analyst Steven Ermidis explores the effects of the FIFA World Cup and a football hungry clientele on this dominant UK fast food chain.
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We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.