This top-performing fundie is all-in on ASX gold stocks

In the eight years since Collins St Asset Management was founded, its chief investment officer Vasilios Piperoglou can only recall two occasions when a thematic has presented itself with enough “significant asymmetry” to justify a major investment.

Collins St’s value fund was an early backer of uranium, and its holdings in the sector jumped between 400 per cent and 500 per cent over four years. The second was offshore oil services stocks, which surged between 300 per cent and 350 per cent in two and a half years.