Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000

Insights

Find out all the latest news and information from Collins Street Asset Management including quarterly reports and other recommended readings.

Media Articles

Latest Videos

Rate of Change Podcast Interview

Michael Goldberg was interviewed recently by leading Private Weath Adviser Murdoch Gatti from York Wealth Management. In it, he shares Collins St Asset Management’s distinctly different approach to value investing and his unusual research methods (recorded 18 November 2024).

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Quarterly Reports & Thematic Articles

Collins St Asset Management June 2026 Quarterly Report

July 27, 2026
The June 2026 Quarterly Report discusses how to value SpaceX as a potential investment and provides an overview of the portfolio positioning and quarterly performance for each of the Collins St Asset Management suite of managed funds.

Collins St Asset Management March 2026 Quarterly Report

May 4, 2026
The March 2026 Quarterly Report discusses the impact of the conflict in the Middle East from the perspective of fundamental investing and provides an overview of the portfolio positioning and quarterly performance for each of the Collins St Asset Management suite of managed funds.

Collins St Asset Management December 2025 Quarterly Report

February 3, 2026
The December 2025 Quarterly Report shares insights into the top 10 investing lessons learned from our first ten years of operations alongside the portfolio positioning and quarterly performance for each of the Collins St Asset Management suite of managed funds.

Recommended Readings

Access the Global Fund webinar slides

Access the complete presentation deck with portfolio insights and investment examples

Access the Global Fund Fact Sheet

Get instant online access to key fund features, metrics and performance

Access the Global Fund Information Memorandum

Get instant online access to complete fund details, investment strategy, and terms

Download the Information Memorandum

Download the White Paper

We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.

Download the latest investor presentation

Watch the ausbiz interview