Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
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.
Put in your details below to gain access to our quarterly report.
Access the complete presentation deck with portfolio insights and investment examples
Get instant online access to key fund features, metrics and performance
Get instant online access to complete fund details, investment strategy, and terms
We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.