Collins St Asset Management (CSAM) is a boutique funds management business established in 2015 that focuses on identifying undervalued investment opportunities. CSAM manages five funds - the Collins St Value Fund (est. 2016), the Collins St Convertible Notes Fund (2022), the Collins St Special Situations Fund (2021), the single purpose GPI Private Equity Fund (2022) and the Collins St Special Situations Fund No.2 (2023). The directors of CSAM are Vasilios Piperoglou and Michael Goldberg.

Vasilios is a founder, Executive Director and Investment Manager for the Collins Street Value Fund. Prior to founding the fund, Vas managed equity portfolios for wholesale clients at a boutique wealth manager in Melbourne - where he was a Portfolio Manager from 2010 to 2014. Additionally, Vas has managed a private equity portfolio for over 10 years. Vasilios is RG146 certified in securities and margin lending and is certified to provide financial advice by the Investment Banking Institute.

Michael is a founder, Executive Director and Investment Manager of the fund. Prior to founding the fund, Michael was a senior portfolio manager at a Melbourne based boutique wealth manager. While in his previous role, Michael was the lead portfolio adviser to some of Australia's largest family offices and high net worth individuals. Michael studied Banking & Finance, and Management at Monash University (2003), is RG146 compliant in Securities, Superannuation, and Geared Investments, and is certified to provide financial advice.

Collins St Global Trust is index unaware and follows a long-only, high-conviction global equities strategy focused on deep value opportunities. The Fund seeks strong investment returns over the medium and long term by investing in a concentrated portfolio of international securities, primarily in companies listed on stock exchanges in OECD countries, while retaining flexibility to invest outside the OECD, in unlisted companies and in convertible debt securities. Most listed equity investments are expected to be in companies with market capitalisations above US$1 billion, although smaller companies may also be considered. The investment managers seek sustainable businesses trading at a significant discount to their assessment of intrinsic value. The process begins with an evolving watch list of companies considered attractive businesses but not yet suitably priced. Potential investments are assessed using industry measures and an in-house model, with the investment thesis tested through discussions with company management, competitors, customers and industry experts. The Fund may also pursue short-term special situations such as takeovers, special dividends, buy-backs, capital returns, restructurings and pre-IPO placements. Where suitable opportunities are unavailable, it may hold cash or short-term investments. There is no gearing at Fund level.