ShareCafe Article by JAMES DUNN – 27/07/2016
It’s a fairly obvious truth in the funds management world, but not everybody wants to try it: to beat the index, you have to have a portfolio that differs from the index.
That was the philosophy behind Monash Investors, an experienced absolute-return specialist Australian equity investment manager established in 2012. The founders, Simon Shields – a former head of equities at both UBS and Colonial First State – and Shane Fitzgerald, a former senior equity analyst from UBS and JPMorgan, had no interest in comparing their investment performance to a market index, which they felt consigned an investment manager to riding the share market up and down.
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