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.