Collins st value fund

Unless you’ve been living under a rock, you’re probably aware the performance of value stocks outstripped growth at the end of last year, for the first time since...

Casting a critical eye over the Value stock universe, our four fund managers reveal which sectors they’re most bullish on as the vaccine-led reopening and recovery...

The Collins St Value Fund* returned 44% (gross) in CY 2020, ranking #1 out of all long-only Australian equity funds for the year as measured by Mercer. The process...

There is no escaping it. Every decision we make in life is influenced by a combination of emotion, intellect and circumstance.Whether it is the flavour of ice...

2020 has been challenging and complex, however successful investing is a forward-looking exercise and it's now time to move on. With the US elections (somewhat)...

The death of value investing has been greatly exaggerated. For the last few years commentators and talking heads have been wondering if the recent weak results...

A ‘Materially’ Different Take on Infrastructure: Betting Big Behind the Scenes on Coronado Global Resources (CRN.ASX) +20% in 2 Weeks with More to Come!...

The 2020 Financial Year certainly threw up some challenges. To think the biggest global issues investors were contemplating only 12 months ago included the UK’s...

In a world of uncertainty several of our investors have asked for our broader thoughts. Though we suspect that no sooner that we make public our views the world will...

COVID-19 has claimed many casualties however office life will not be one of them. Rather, our relationship with the office is likely to evolve into one that places an...