Insights

Find out all the latest news and information from Collins Street Asset Management including quarterly reports and other recommended readings.

Media Articles

Latest Videos

Quarterly Reports & Thematic Articles

Collins St Asset Management September 2024 Quarterly Report

November 18, 2024
The September 2024 Quarterly Report for the Collins St Asset Management suite of funds shares insights into the ‘payoff for patience’ and how an acute focus on things within your control can deliver superior investment outcomes. An update is also provided on the performance of each of the listed equity funds and a selection of topical positions that have been invested in.

Collins St Value Fund June 2024 Quarterly Report

August 13, 2024
The June 2024 Quarterly Report for the Collins St Value Fund discusses the factors an investor might consider when looking to sell an investment and the challenges (and opportunities) associated with contrarian investing. An update is also provided on the fund’s performance which saw all three of the long only equities funds deliver > 10% net for the 2024 Financial Year.

Collins St Value Fund March 2024 Quarterly Report

May 8, 2024
The March 2024 Quarterly Report for the Collins St Value Fund discusses the role of the Board in an ASX listed company and some of the positive traits that Collins St Asset Management look for prior to investing in a company. An update is also provided on the fund’s performance (+18.6% net for the Financial Year to 31 March 2024) and a selection of high conviction positions including Carnarvon Energy, Boom Logistics and Litigation Capital Management.

Recommended Readings