The March 2022 Quarterly Report discusses the importance of simplicity in investment analysis and decision making as well as some of the high conviction stock positions which lead to the +6.5% net returns for the March 2022 quarter, with a convertible note position taken in Astron (ATR.ASX) and a take-over arbitrage in Crown Resorts (CWN.ASX) as case studies.
Level 9 365 Little Collins Street Melbourne VIC 3000
ROB HAY
Head of Distribution & Investor Relations
M: 0423 345 975
E: rhay@csvf.com.au
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).
Speak with our Equity Market Specialists about how we drive superior investment returns through patience, objectivity and freedom. Available after hours by appointment.
©2023 Collins St Asset Management Pty Ltd – Privacy Policy
Available to Wholesale Investors. Past performance is not a reliable indicator of future performance. AFSL 468935. Our Privacy Policy can be accessed here.
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.
Put in your details below to gain access to our quarterly report.
