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About Monash Investors
In 2012, Monash Investors was established by one of Australia’s most experienced fund managers in Simon Shields, the previous head of equities at both UBS and Colonial First State, and Shane Fitzgerald a senior equity analyst from UBS and JPMorgan.
We aim to identify businesses which are likely to undergo step-changes (either positive or negative) in their prospects which will lead to oversized share price movements. We draw upon our experience in order to exploit recurring business situations and patterns of behaviour, to indentify and invest in a portfolio of compelling stock opportunities.
B.Com (Hons), LLB, MBA, CFA
Simon is one of Australia’s leading fund managers with over 30 years of industry experience and most recently, having been Head of Australian Equities at both UBS Global Asset Management (Australia) Limited (UBS) and Colonial First State Limited (CFS). Simon has been a member of and/or led mulit-award winning equity teams across a range of investment styles.
He holds a Bachelor of Commerce with Honours, Bachelor of Law, Masters of Business Administration and is a Chartered Financial Analyst.
Simon commenced his career as an analyst with Westpac Investment Management Limited (now part of BT Investment Management Limited), before moving into a portfolio management role. In 1995, he moved to Rothschild Australia Asset Management Limited as a Portfolio Manager, responsible for value-style Australian equities. In March 1998, he joined CFS as a Senior Portfolio Manager, responsible for growth style Australian and New Zealand equities, before becoming the Head of Australian Equities in January 2004. In July 2007, he moved to UBS as Managing Director and Head of Australian Equities and in 2011 also took responsibility for the ING Investment Management Limited Australian equity team.
In 2011, the UBS Australian Share Fund, which was managed by Simon, received the 2012 Money Magazine award for the “Best of the Best”.
Simon is a director and co-founder of Monash Investors. His role includes research, analysis, dealing and investment management of the Monash Absolute Investment Fund.
Shane has over 25 years of financial services experience working for JP Morgan, UBS and Monash.
He holds a Bachelor of Commerce with Honours in Economics.
Shane commenced his career at JP Morgan Securities (Australia) as an analyst, before moving into a senior research analyst role and eventually becoming the Head of Insurance and Diversified Financial Research, as well as an Executive Director.
In February 2008, he joined UBS Global Asset Management alongside Simon in the Australian Share Fund as a director and investment analyst.
Shane is a director and co-founder of Monash Investors. His role includes research, analysis, dealing and investment management of the Monash Absolute Investment Fund.
B.Com, CA (ANZ)
Sebastian joined Monash Investors in 2018 with over 10 years’ experience in corporate advisory, valuations and management consulting.
He holds a Bachelor of Commerce and is a Chartered Accountant (ANZ). Prior to joining Monash Investors, Sebastian worked as a Senior Valuation Analyst at EY in the Transactions and Advisory team.
Sebastian is a Portfolio Manager at Monash Investors. His role includes equity research, analysis, portfolio management and dealing.
Our service providers signal our commitment to quality
In establishing Monash Investors, we also chose to work with only the highest calibre service providers to provide our investors with a strong layer of fund governance and risk management.
|The Trust Company (RE Services) Limited||The responsible entity for the Funds|
|Apex Fund Services||Investment Administrator and Registry|
|Ernst & Young||Fund Auditor|
|Morgan Stanley International||Prime Broker and Fund Custody|
Performance is important to us
It’s our money too. Simon, Shane and Sebastian are co-investors
Become a co-investor in the Fund.