Superior returns and no fixed fee
Boutique by design and bespoke in nature, The Collins St Value Fund* has delivered a 19.5% p.a. net of fee return to its investors since inception in 2016.
The unconstrained, high conviction, deep-value philosophy underpinning these returns frequently uncovers investment ideas that are distinctively different to the broader market – stocks that are overlooked, unloved and ripe for a re-rating.
Superior investor outcomes are also supported by a zero fixed fee arrangement. This incentivises absolute performance with an unrelenting focus on capital preservation – proven by the positive returns produced in every calendar year since the fund’s inception.
*The Collins St Value Fund is available to ‘Sophisticated’ and ‘Wholesale’ investors only and is now also available on a range of IDPS platforms.