Interview: Michael Goldberg - Contrary

Michael Goldberg is the Founder & Portfolio Manager of the Collins St Value Fund, a funds management company based in Melbourne.

Michael’s history as an investor and adviser culminated with the launch of their own fund in 2015. His style of investing can be characterised as high conviction and contrarian, meaning he and Vas back themselves into ideas that others would find uncomfortable. Michael prides himself on his team’s boots on the ground due diligence which, as we explore in the podcast, can result in more than a few interesting stories.

Michael’s entrepreneurial tendencies and business savviness began long before he became a professional investor. For example, Michael started his own disruptive cleaning business in Israel after seeing an opportunity whilst he pursued his studies.

This episode is rich with lessons for life, investing, the research process, money and business. I’ll listen back to this one a few times. I hope you enjoy it.

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The information in this podcast is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice.c

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