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). 

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