Collins st value fund

Oil demand is at record highs, prices sit below cost, and supply headwinds are building. Collins St is backing energy in 2026.

From record gold to AI disruption, Michael Goldberg explains why slow, patient value investing still works in a noisy macro world.

How well do you know yourself? Biases, timeframes, and the impact of investment decision making.

Since the early days of behavioural economics (born in the late 1960’s), much has been made of the evolution of our understanding of investor behaviour. While once it...

When a good story trumps rationality Despite our best efforts, human nature dictates that in life and in investing we often find ourselves making irrational...

This fortnight on Inside the Rope, Koda Capital's David Clark sits down with Michael Goldberg, the founder, managing director and portfolio manager of the Collins St...

Founder-led businesses have received a lot of attention lately, with research from Credit Suisse revealing they have generated an alpha of around 3.7% compared to...

In a recent investor presentation, Michael Goldberg quoted Howard Marks that the main risks one has to balance in investing are losing money and missing opportunity....

You wouldn't be blamed for thinking the team at the Collins Street Value Fund were takeover punters - some of their largest performance contributors have come as a...

Value investing and contrarian investing are intrinsically related. Value investing seeks to identify good quality companies that are trading cheaply. To achieve that...