20th July 2020
COVID-2019. OPEC. Capital raisings and removal of guidance. 13% intra-day swings.
Following what was a fairly benign ASX reporting season back in February there has certainly been a lot going on with ASX listed stocks.
For some investors this spells a buying opportunity, for others a heightened reason to be cautious. But which one is it? Does the current market represent a falling knife or is this the biggest and best free lunch since the GFC?
Michael is a Founder, Managing Director and Portfolio Manager of the Fund. Prior to founding the fund, Michael was a senior portfolio manager at a Melbourne based Managed Investments provider. During his time there he managed portfolios for and advised some of Australia’s largest family offices and high net worth individuals.
Michael has a Bachelor’s degree from Monash University where he studied Banking & Finance and Management. Additionally, Michael is RG146 compliant in superannuation, securities and geared investments.
Michael has previous practical experience in the service and retail industry, both through his family business and as the founder of a service business. Michael’s experience gives him a unique insight into business and business relationships enabling him to better understand and identify attractive investments.
Michael and his family are invested in the Collins Street Value Fund on equal footing with all the funds investors.
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