On The Australian Investors Podcast today, your host Owen Rask speaks with Michael Goldberg, co-founder and portfolio manager for Collins Street Value Fund, one of Australia’s best-performing managed funds in recent years.
Owen and Michael talk about finding value in unconventional ways, the impacts of Covid and 2022 on ASX shares, thrawting behavioural biases through your investment process, and much more.
Resources:
Owen's full investor curriculum
Take Owen’s brand new Value Investor Program, which gives you all the tools and knowledge you need to invest successfully in companies, including valuation spreadsheets, investing checklists and ASX company case studies. Alternatively, why not take Owen’s FREE investor bootcamp: bit.ly/rask-analyst
J.P. Morgan Asset Management
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The Australian Investors Podcast series is proudly supported by J.P. Morgan Asset Management. With over $3.4tn in assets under management globally, J.P. Morgan ETFs push the boundaries of ETF investing to help build stronger, diversified active portfolios. This information is generic in nature and does not constitute as offer or personal financial advice. Investors should seek professional advice, refer to further details, relevant Product Disclosure Statement and Target Market Determination on their website.
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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.
Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.
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