Simon has over 30 years of funds management industry experience, having been Head of Australian Equities at both UBS Global Asset Management (Australia) Limited (UBS) and Colonial First State Limited (CFS), before co-founding Monash Investors in 2012. Simon has been a member of and/or led multi-award winning equity teams across a range of investment styles.

Previous experience includes as an Analyst and then Portfolio Manager with BT Investment Management, as well as as Portfolio Manager with Rothschild Australia.

He holds a Bachelor of Commerce with Honours, Bachelor of Law, Masters of Business Administration and is a CFA Charterholder.

Simon is a Co-Portfolio Manager at Monash Investors, and is primarily focused on research, analysis and investment management of the Monash Investors Small Companies Fund.

Shane has over 30 years of funds management industry 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 Co-Portfolio Manager at Monash Investors. His role includes research, analysis, dealing and investment management of the Monash Investors Small Companies Fund.

Michael has over 20 years of funds management industry experience, commencing his career at Fisher Funds (NZ), subsequently becoming a partner at Sydney-based global manager Peters MacGregor Capital Management, before joining DMX Asset Management as a Principal in 2019.

His roles have included investment research, analysis, risk management, and portfolio management, spanning both Australian and global equities.

He holds a Bachelor of Management Studies degree (Honours), a Graduate Diploma in Accounting & Finance, and is a CFA Charterholder.

At DMX Michael is part of the Portfolio Management team and has primary responsibility for the DMX Australian Shares Fund.

With DMX’s merger with Monash in 2024, Michael has assumed and now shares responsibility alongside Simon & Shane as Co-Portfolio Manager for the Monash Investors Small Companies Fund.

Steven has over 20 years of corporate finance and funds management industry experience. Prior to co-founding DMX Asset Management in 2014, Steven held senior roles with PPB Advisory and BDO Corporate Finance. His roles have spanned corporate finance, business valuation, advisory, and funds management, with extensive analytical, valuation financial and commercial due diligence experience.

He holds a Bachelor of Commerce (Accounting and Finance), a Bachelor of Arts (Economics) and is a CPA.

At DMX Steven is part of the Portfolio Management team and has primary responsibility for DMX Capital Partners Limited, where he brings to bear his more than 20 years’ experience of successful investing in the Australian nano and micro-cap market.

Steven leads the research process for micro-caps at DMX and since DMX’s merger with Monash in 2024, participates in the investment process for the Monash Investors Small Companies Fund as a member of its Investment Committee.