Level 9, 365 Little Collins Street, Melbourne, Victoria, 3000
The June 2024 Quarterly Report for the Collins St Value Fund discusses the factors an investor might consider when looking to sell an investment and the challenges (and opportunities) associated with contrarian investing. An update is also provided on the fund’s performance which saw all three of the long only equities funds deliver > 10% net for the 2024 Financial Year.
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We anticipated the strong uranium market in 2017. Gold in 2019. Gold again in 2023. Find out what we think is next.