Stock Insiders Podcast: Collins Street Value Fund’s Michael Goldberg on its 23% p.a. returns, overvaluation fears and contrarian investing

Stock Insiders is a new podcast series focussed on investing hosted by renowned business journalist Oriel Morrison. The program is sponsored by Barclay Pearce Capital, Australia’s leading corporate advisory and equities trading firm.

In this episode Oriel chats with Michael Goldberg, founder and managing director of Collins St Asset Management.

The Collins Street Value Fund has achieved an impressive 25.09% annualised return over the last 3 years and a 18.4% p.a. net return since inception in February 2016.

Prior to founding the fund, Michael was a senior portfolio manager at a Melbourne based Managed Investments provider.

To hear more about Goldberg’s formative investing experiences, the fund’s competitive advantage, current overvaluation fears and more, click below.