The Collins Street Value fund has delivered a 18.4% p.a. net return since inception in February 2016.
This performance has seen the Collins Street Value Fund consistently rank in the top 10% of its peer group over the medium to long term (on both a gross and net basis) as measured by independent research consultants.
The fund charges ZERO fixed management fees. With performance only fees, we only benefit when your clients do. It’s that simple, and it’s that fair.
As a consequence, we are genuinely incentivised to preserve your capital. Who else who claims on capital preservation is actually prepared to forgo 100% of their revenue in months where the unit prices decline?
Moreover, we are also genuinely incentivised to grow your wealth rather than simply grow our funds under management. Superior returns are impossible to achieve when managing large pools of money as the ability to be flexible, nimble and ‘fly under the radar’ are diminished. We are boutique by design and intend to stay that way.
Our investment style can be best described as “active value investing, with willingness to consider contrarian ideas.”
Our philosophy follows some of the modern era’s investing greats including: Sir John Templeton, Ben Graham, Peter Lynch, Charlie Munger, Warren Buffet and Anthony Bolton. Each of these great investors have proven over time that, not only does a value investing approach make intuitive sense, but that it can equally be highly profitable.
Book a call or learn more about our key investment principles here or watch the video below to learn more about our philosophy.
We conduct deep, bottom up research on companies that seek to provide genuine insights into the merits of an opportunity in a way that others are yet to fully recognise. In doing so, we’ll look closely at the financial metrics of the business, but even closer at the track record of management and the views of key stakeholders within the businesses broader operating environment.
We are active, relentless and inquisitive. This sees us spending a lot of time ‘in the field’ because we believe that quite simply, great investment ideas aren’t found by staring at a computer screen.
If you would like to get in touch with us, feel free to give us a call or alternatively fill in the form and we will get back to you as soon as we can.
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)