A golden opportunity to invest in gold
We have a high conviction view on gold and precious metals - a space where we see a compelling investment asymmetry to capitalise on.
For some time now, the tailwinds for Gold have been strong.
Central Bank buying at historical highs, geopolitical uncertainty driven by major wars, and inflation remaining uncomfortably sticky (and high).
Of particular interest to our investors has been the disconnect between gold prices and gold shares.
Indeed, despite an increase in gold prices from USD$1650 (in late 2022) to recent highs of USD$2350, many listed gold companies have struggled.
The underperformance of stocks relative to the underlying commodity is an anomaly.
In our recent Webinar, we discuss why this asymmetry exists, and how investors might take advantage of it.
You can view our webinar below:
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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.
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Collins St Value Fund may own some of the companies it discusses.
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