The Insider
Meet the Fund Manager
Michael Goldberg
Managing Director | Collins St Asset Management
The Insider sessions are a great way to hear directly from leading fund managers. They share their approach to investing, favourite companies and their market view for the year ahead.**
Favourite Stocks
Hear about the internal and external challenges this company faced and why its strong underlying business makes it a stock still worth owning.
January 28, 2022
Learn why Michael considers this wholesale provider a strong ‘asset play’ even after it experienced a halving of its share price on two occasions since 2019.
January 28, 2022
Find out why Michael bought into this energy stock that was discounted by the markets despite its significant growth potential and a strong balance sheet.
January 28, 2022
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Insights
Understanding the business, site visits, ground-level research – Michael talks about tactics that provide Collins St Asset Management with a leg-up on successful investments.
January 28, 2022
Michael breaks down Collins St Asset Management’s philosophy of going the extra mile to identify undervalued stocks and give themselves the ‘information advantage’.
January 28, 2022
Michael Goldberg joins us to talk about Collins St Asset Management’s three favourite stocks, his hands-on approach to sourcing company information and his strategy for finding high-performing yet unnoticed stocks.
January 28, 2022
Meet the Fund Manager
Upcoming Session
Meet the Manager
Get access to some of Australia’s leading fund managers who share their 3 favourite stocks, investment approach and insights on the market.
Each session includes:
- 3 favourite stock opportunities
- Market views for the year ahead
- Investment strategy and approaches
This is a live and interactive online session, and participants are encouraged to ask questions. Joining only requires an internet connection. Spots are limited, so secure yours today.
Book into the next session
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Past Sessions
Joseph Constable HGL Limited
Joseph Constable is a portfolio manager with more than five years’ experience across capital markets and is a former investment manager at Supervised Investments Australia with previous funds management experience at Smith and Williamson (UK) and Hunter Hall International.
Andrew Chapman Merchant Group
Andrew Chapman, managing director of Merchant Group, has more than 20 years’ finance industry experience and market-tested knowledge on active portfolio management and risk – enabling him to offer customised investment solutions with a direct and transparent investment approach.
Samuel Berridge Perennial Partners
Samuel Berridge, portfolio manager and resources analyst, has 15 years’ experience across the mining and finance industries. He specialises in mining, mining services, oil and gas, hard commodity and small industrial sectors. In 2011, Samuel’s stock selection skills won him StarMine’s top Australian Metals and Mining Analyst Award.