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Rob Hay

Rob has been the Head of Distribution and Investor Relations at Collins St Asset Management since 2019 and, when not travelling for work lives at the Gold Coast with his wife and two children. Prior to joining Collins St Asset Management Rob has worked in a variety of financial services related roles since 2004 including: Financial Planning at boutique and institutional businesses. Research & Strategy, including the analysis of Australian equity based managed funds and structured investments for a number of bank aligned financial planning dealer groups. Equity derivatives and the use of warrants, protected equity loans and put/call strategies for both retail and wholesale investors. Technical writing and tutoring in financial planning courses in the fields of ethics, tax, portfolio management, direct equities and managed funds. Investment Committee membership and input into model portfolios for a range of financial planning practices. Outside of work Rob enjoys Muay Thai Kick Boxing, travel and going to the beach with the family.

“You can get rich slowly or you can get poor quickly. Time frames and outcomes rarely cross over”

Warren Munger

The underlying deep value, contrarian investment philosophy is underpinned by a belief that:

  1. True value is blind to traditional sector and index weightings.
  2. Compelling investments should be backed with conviction.
  3. Debt should be avoided or, if held, kept to prudent levels with realistic covenants.
  4. Complexity should always be avoided.
  5. Alignment of interests, at all levels, is essential.
  6. Buy businesses, don’t trade stocks.
  7. Capital preservation should be the starting point for every decision.
  8. A good company should be able to withstand macro-economic fluctuations and, whilst broader macro trends can be informative, they should not be the driving force behind an investment decision.
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Rob Hay's latest insights
ASX Share Ideas

Carnarvon Energy Ltd (ASX:CVN) share price in focus

The share price of Carnarvon Energy Ltd (ASX: CVN) saw a ~50% uptick throughout the final quarter of CY2023, driven by two key announcements to the Australian Stock Exchange on the 12th and 18th of December concerning Board and Management renewal.

January 9, 2024
ASX Share Ideas

A deep dive into MMA Offshore Ltd (ASX:MRM): a hidden play on wind energy

Indeed, MMA Offshore find themselves in the enviable position of being a dominant regional player in several key global markets where, over the next five years, there are expected to be over USD$400B in greenfield oil and gas projects coming on line that fall squarely within their area of expertise:

September 11, 2023

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