The March 2023 Quarterly Report for the Collins St Value Fund outlines our approach to patient, long-term value investing with an emphasis on some of our observations on the broader macro environment and the importance of ‘hands on’ bottom-up research. Specific stocks that are discussed include Link Administration, Carnarvon Energy and West Gold Resources.
Level 9 365 Little Collins Street Melbourne VIC 3000
ROB HAY
Head of Distribution & Investor Relations
M: 0423 345 975
E: rhay@csvf.com.au
The Collins Street Value Fund (CSVF) is managed by Collins St Asset Management Pty Ltd (CSAM) AFSL 468935. CSAM is authorised to provide financial services to wholesale clients only (as set out in section 761G (7) of the Corporations Act 2001).
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