Michael Goldberg (Managing Director and Portfolio Manager) and Rob Hay (Head of Distribution and Investor Relations) from Collins St Asset Management share their investment thesis for gold and provide a deep dive into two preferred stocks in the sector. Recorded 11 June 2020.
Level 9 365 Little Collins Street Melbourne VIC 3000
ROB HAYHead of Distribution & Investor Relations M: 0423 345 975 E: email@example.com
The Collins Street Value Fund (CSVF) is managed by Collins St Asset Management Pty Ltd (CSAM) AFSL 468935. CSAM is authorised to provide financial services to wholesale clients only (as set out in section 761G (7) of the Corporations Act 2001).
Speak with our Equity Market Specialists about how we drive superior investment returns through patience, objectivity and freedom. Available after hours by appointment.
Information from Mercer has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party.
Collins St Value Fund Rank: #4 for the 12 months to December 2019. #1 for the 12 months to December 2020. Source: MercerInsights(R)