A leverage opportunity in a forgotten thematic
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 their run.
In a market so saturated by information it sometimes takes a value investor to pick through the dark corners of the resources market to find a forgotten thematic with real legs.
Find out more
Collins St Value Fund has gained 18.4% p.a. (gross) since inception more than three years ago, and charges zero management fees. Find out more.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Michael is the MD and one of the founding partners of the Collins St Value Fund.
The Collins St Value Fund is one of the best performing Funds in Australia - having ranked among the top 10 performing funds across all Australian Equity mandates by Mercer in 2019 & 2020.
With no fixed management fee, the investment team only benefit when our investors do.
3 topics
Michael is the MD and one of the founding partners of the Collins St Value Fund. The Collins St Value Fund is one of the best performing Funds in Australia - having ranked among the top 10 performing funds across all Australian Equity mandates by...
Expertise
Michael is the MD and one of the founding partners of the Collins St Value Fund. The Collins St Value Fund is one of the best performing Funds in Australia - having ranked among the top 10 performing funds across all Australian Equity mandates by...
Expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
This recently triggered market signal has never failed to predict gains
Ophir Asset Management