News and Announcements
$1 to ~$3.70 in under 12 months. Collins St Value Fund Interview with two-time Brownlow medalist Chris Judd on a key portfolio position
- Published December 05, 2019 12:00AM UTC
- Publisher Wholesale Investor
- Categories Company Updates
Managing Director and Portfolio Manager of the top performing Collins St Value Fund, Michael Goldberg, was recently interviewed by AFL legend and two-time Brownlow medalist, Chris Judd, on one of the portfolio’s high conviction stock calls and key drivers of the Fund’s after-fee returns of ~42% for the 12 months to 31 October 2019.
The full interview can be accessed via the following link: https://www.youtube.com/watch?v=5M0Y9Y5FPeY
This position is one of a select few that have made their way into the Collins St Value Fund which operates a distinctively ‘different’ high conviction, contrarian, benchmark unaware mandate in line with a ‘value’ based investment philosophy.
Being ‘different’ to other Fund Managers has proven successful for investors into the Collins St Value Fund, with those investing $1 at inception in February 2016 seeing their holdings increase to ~$1.70 as at 31 October 2019.
For more information please contact:
Rob Hay – Head of Distribution and Investor Relations
Ph: 0423 345 975
Email: [email protected]
About Collins St Asset Management
Collins St Asset Management seeks to preserve and grow the capital of high net worth investors over the long term through a high conviction value-based strategy that promotes a genuine alignment of interests between investors and the portfolio management team.
The Collins St Value Fund was Morningstar’s top performing Australian equities based value strategy in 2018, has, as at 31 October 2019 returned ~20% p.a. (gross of fees) since inception in 2016 and is underpinned by a unique fee structure that only sees fees charged when investors make a return greater than the 10 year Australian Government Bond yield.
Collins Street Asset Management is Melbourne based and specialises in long only listed securities. The Collins Street Value Fund is available to investors that are wholesale clients as set out in section 761G(7) of the Corporations Act.
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