Quiet achievers have year’s top value fund most bullish

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Quiet achievers have year’s top value fund most bullish

19 January 2021

Out-of-favour stocks with proven earnings are tipped to deliver this year says, the co-founders of Collins St Asset Management, Michael Goldberg, whose value fund was the top-performing long-only Australian shares strategy last year.

After a year dominated by a heated growth-led recovery, the value-oriented boutique is positioned to capitalise on renewed interest in cyclical exposures, backing names such as metallurgical coal miner Coronado Global Resources.

Collins St Value Fund beat 130 other strategies to take the top spot in Mercer’s survey of fund manager performance for 2020, with a 12-month return of 43.6 per cent before fees.

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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).

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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.