The time for gold is now, it's just a matter of how...

Register for an educational webinar where we will share our investment thesis for the global gold and precious metals sector.
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Michael Goldberg

Collins St Value Fund

We believe that the disconnect between spot gold prices, which at the start of this week hit an all time high, and the valuation of listed gold stocks, is extreme. Over the last 10 years the spot price of gold has risen 250% compared to the S&P/ASX All Ordinaries Gold index which has only gone up 12%.  
We believe there is serious catch up about to take place but only for those investors with the insight to be genuinely selective and the fortitude to back insight with action. 
Indeed, recent price movements amongst our basket of listed gold stocks have been exciting to watch and we continue to believe that when gold and precious metal stocks begin to move the potential capital gains could be substantial - the asymmetry in the sector is simply too deep and the pricing gap is too wide.

To register for an educational webinar where we will share our investment thesis for the global gold and precious metals sector, along with insights into several key domestic and international holdings (with an emphasis on M&A opportunities) via our fundamentally driven, deep value managed funds, please click the link below:

Register for the webinar here


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Michael Goldberg
Managing Director and Portfolio Manager
Collins St Value Fund

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...

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