Vas Piperoglou on Maintaining Conviction & Selling into Speculation
JD sat down with Collins St Asset Management’s co-founder and chief investment officer Vas Piperoglou this week to hear about CSAM’s investment style, view of the markets, and companies they’re liking. The conversation branched from contrarianism and conviction to picking beaten-up sectors and investing in thematics. Vas revealed his thinking behind patience in the market, his ardent long-term outlook plus why he bought and in some cases sold uranium, gold, and natural resource services busin...