The Insider
Meet the Fund Manager
Vasilios Piperoglou
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
Find out why Collins St Asset Management offered a convertible note to this little-known explorer and ‘about-to-be’ producer that owns what Vasilios believes is one of the world’s largest zirconium, rare-earth projects.
12th August, 2022
Learn about a business that, despite a negative connotation in the Australian markets, has piqued the interest of Collins St Asset Management as a potential low-risk play in the absence of a medium-long term value proposition.
12th August, 2022
Hear about a company that rents out small ships to offshore windfarm and oil and gas companies, has stayed afloat through the late 2014 oil and gas capex drop-off and is expecting smooth sailing amid an industry resurgence.
12th August, 2022
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Insights
Find out why Collins St Asset Management spends 99% of its time saying ‘no’ to potential investments as part of its comprehensive, hands-on approach to researching prospective candidates for its portfolio.
12th August, 2022
Learn about the strategy that enabled the Collins St Value Fund to generate positive returns, especially over the past year’s turbulent market, and why it values a business’s underlying cash flows, profitability drivers and assets.
12th August, 2022
Vasilios talks about his favourite stocks, his optimistic views on going long and buying stocks that will appreciate in the medium-long term and why thinking medium-long can be a competitive advantage amid high volatility and information overload.
12th August, 2022
Meet the Fund Manager
Upcoming Session
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Past Sessions
Lee IaFraté Armytage Private
Lee laFraté, Executive Chairman, has over 30 years’ experience in the financial industry across stockbroking and funds management. He has founded and led a number of financial services companies and his stockbroking experience spans retail and wholesale funds management, securities operations, corporate restructuring, capital raisings and mergers and acquisitions.
Martin Pretty Equitable Investors
Martin Pretty gained vast financial experience as an Investment Manager at Thorney Investment Group, helping deliver one of the group’s highest annualised three-year returns (18.2% per annum) as at February 2017. He is the Director of several ASX-listed companies and as a financial journalist has contributed to the Australian Financial Review and other reputable publications.
Luke Winchester Merewether Capital
Luke Winchester, Managing Director and CIO at Merewether Capital, started the company with the goal of building a reputation as one of the leading small and microcap managers in the Australian equities market and is one of the largest investors in the Merewether Capital Inception Fund.