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Insights

Collins St Asset Management March 2025 Quarterly Report

April 1, 2025

The December 2024 Quarterly Report for the Collins St Asset Management suite of funds shares insights into the the importance of challenging conventional investing wisdom and how the combination of deep research and high conviction can lead to superior outcomes over the long-term. An update is also provided on the performance of each of the listed equity funds and a selection of topical positions that have been invested in.

Greg Canavan – March 2025 Gold Interview

May 27, 2025

Michael Goldberg is interviewed by Greg Canavan from Fat Tail Investment Research about the current surge in gold prices and the impact it might have on gold equities.

ASX Listed Gold Sector – February 2025 Reporting Season Insights

March 10, 2025

Rob Hay from Collins St Asset Management is interviewed by Nadine Blayney from ausbiz on key insights into the ASX listed gold sector post the February 2025 reporting season (recorded 05 March 2025).

Our Location

Level 9 365 Little Collins Street Melbourne VIC 3000

Contact Details

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).

Start a conversation with us

Speak with our Equity Market Specialists about how we drive superior investment returns through patience, objectivity and freedom. Available after hours by appointment.

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.