31: Re-Run - Meet Vas Piperoglou: Markets, Discipline, and the Power of Patience

This week we’re throwing it back to one of our favourite Season 1 episodes. We sat down with Vas, the CIO and co-founder of Collins Street Asset Management, to explore a value-investing philosophy built on focus, conviction, and the courage to look where everyone else isn’t. From cracking open his piggy bank at twelve, to running a concentrated Australian equities fund, which has returned 13.8% p.a after fees since inception. Vas walks us through what real value investing looks like: intrinsi...