Michael Goldberg (Managing Director and Portfolio Manager of the Collins St Value Fund) outlines the rationale (in mid 2019) for being invested outside of the ASX top 20 stocks.
Level 9 365 Little Collins Street Melbourne VIC 3000
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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).
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Collins St Value Fund Rank: #4 for the 12 months to December 2019. #1 for the 12 months to December 2020. Source: MercerInsights(R)