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Quarterly Reports & Thematic Articles

Collins St Value Fund December 2023 Quarterly Report

February 5, 2024
The December 2023 Quarterly Report for the Collins St Value Fund discusses the concept of change as it relates to investment philosophy, research processes, portfolio construction and corporate activism. An update is also provided on the fund’s holdings in Carnarvon Energy and Link Administration Holdings.

Collins St Value Fund September 2023 Quarterly Report

November 8, 2023
The September 2023 Quarterly Report for the Collins St Value Fund discusses the distinction between investment risk and uncertainty, with some perspective on what it takes to be a successful investor over the long term alongside an update on the Fund’s holdings in Carnarvon Energy and MMA Offshore.

Collins St Value Fund June 2023 Quarterly Report

July 27, 2023
The June 2023 Quarterly Report for the Collins St Value Fund discusses the importance of staying true to your research process and investment philosophy throughout the cycle as well as provides an update on our positions in Beach Energy, National Tyre & Wheel, Carnarvon Energy and Retail Food Group.

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