Ready to start investing with us?

To receive a copy of our Information Memorandum and Application Form please complete the form below.

Rankings are only one factor to take into account when deciding whether to invest in a financial product

Invest with us

If you qualify as a ‘Sophisticated Investor’ and you’re interested in both preserving and growing your wealth with us, your first step is to download our Collins Street Value Fund Information Memorandum.

You’ll learn:

Not sure if you qualify as a “sophisticated investor”? Learn more

* Please note: We are monthly priced fund. All applications and investment monies need to be received by the end of the calendar month in order to attract that month’s unit price.

From time to time, entities in which the Fund has invested may choose to change the exchange on which they are listed to a foreign exchange.  If this occurs, the Fund will not necessarily sell down its position.  The Fund might also increase its position in those entities.

Where should we send your Information Memorandum?

Get started here! Enter your first name, last name, email and phone number below and we’ll send you the IM immediately.

Insights

March 2022 Quarterly Report

March 2022 Quarterly Report

May 5, 2022
The March 2022 Quarterly Report discusses the importance of simplicity in investment analysis and decision making as well as some of the high conviction stock positions which lead to the +6.5% net returns for the March 2022 quarter, with a convertible note position taken in Astron (ATR.ASX) and a take-over arbitrage in Crown Resorts (CWN.ASX) as case studies.

Koda Capital Podcast November 2021

A podcast our Managing Director Michael Goldberg recorded with leading independent Financial Adviser, David Clark from Koda Capital in November 2021. Click here for the podcast

Read More