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Quarterly Reports & Thematic Articles

September 2021 Quarterly Report

October 17, 2021
An overview of the Collins St Value Fund’s 5.5% net performance for the September 2021 quarter along with some insights into the opportunities and risks associated with founder led businesses and the way in which the Fund is addressing the risk of rising inflation.

June 2021 Quarterly Report

August 1, 2021
An overview of the Collins St Value Fund’s 12.13% net performance for the June 2021 quarter, as well as some perspectives on the differences between ‘value’ and ‘contrarian’ investing and the question on many investors minds – what next?

March 2021 Quarterly Report

March 31, 2021
After a year of lockdowns, political and social unrest, huge crashes and rallies in the stock market and a global pandemic, it was a pleasant change of pace to see the markets generate more normalised activity and returns during the March quarter – even with the significant amount of company reporting in February.

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