An overview of the Collins St Value Fund’s 5.7% net performance for the March 2021 quarter, as well as some insights into the ‘growth’ vs ‘value’ debate and the associated impact on stocks of low interest rates. Current portfolio positioning is also outlined, including analysis of two stocks that the Fund became a substantial holder in during the quarter in addition to once recently added ‘special situation’ holding (a take-over arbitrage opportunity).
Level 9 365 Little Collins Street Melbourne VIC 3000
ROB HAYHead of Distribution & Investor Relations M: 0423 345 975 E: firstname.lastname@example.org
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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Information from Mercer has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party.
Collins St Value Fund Rank: #4 for the 12 months to December 2019. #1 for the 12 months to December 2020. Source: MercerInsights(R)
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