Collins st value fund

Collins St Value Fund Strategy Paper, May 2020 Written by Anton Lawrence - Chief Strategist Last month we were sitting, as we suspected, at the peak of the health...

While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...

In September last year we penned a piece titled the ‘Impact of negative rates on global capital flows’ in which we laid out the case for increasing demand for higher...

For as long as there have been markets, there have been people looking for ways to gain an advantage. From scams and fraud in under-regulated markets before the...

As recently as two months ago, pundits and talking heads of the financial world were wondering: is it different this time? The global economy was performing strongly,...

Investing in quality resource companies can let you leverage price gains in an underlying commodity. The challenge is that many commodities today have already had...

You rarely hear value investors espousing small-cap biotech stocks, given their typically binary outcomes make the risk profile totally unsuitable. However, what we...