TOL - 1st Dec, 2021
Michael Goldberg - Long live value
This fortnight on Inside the Rope, Koda Capital's David Clark sits down with Michael Goldberg, the founder, managing director and portfolio manager of the Collins St Value Fund. Having delivered investors a 19.6% p.a. net return since inception in February 2016, you won't want to miss this one.
The Collins St Value Fund has delivered 19.6% p.a. net return since inception in February 2016 to October 2021 – a result which has seen a total net return of almost 180% over that time.
In this episode, Michael joins David to discuss the Collins Street Value Fund and its investment strategy. Michael and David highlight the information arbitrage that Collins St seeks to find in the companies that they invest in. From on the ground research in businesses such as Metcash, to undiscovered resource companies from brokers, Michael highlights several examples of outsized returns for investors that can be produced from pockets of mispricing in financial markets.
Michael is a Founder, Managing Director and Portfolio Manager of the Fund. Prior to founding the fund, Michael was a senior portfolio manager at a Melbourne-based Managed Investments provider. During his time there he managed portfolios for and advised some of Australia’s largest family offices and high net worth individuals.
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
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This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances.
While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document.
© Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com
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David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.
Expertise
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