Absolute Return Investing
Why Monash still likes Afterpay
Monash Co-Founder, Shane Fitzgerald talks with the AFR on a range of issues, from Afterpay, Lovisa, the Age Care stocks and whats on the Xmas dinner menu in the Fitzgerald household. To read to full article please click here , note you will need to be an AFR...
Switzer – Discussion on Absolute Investing
Peter Switzer sits down with Monash Investors' Simon Shields to discuss the benefits of focusing on absolute returns.
Switzer Conference – September 2018
At the recent Switzer Listed Investment Conference, Simon Shields gave a presentation about "finding compelling ideas in a concentrated market". To view the presentations please click here
Monash Investors on Pricing Stocks
Working out what something is worth is the key issue confronting investors. There can be no precise answer when it comes to valuing stocks because there are too many uncertainties. But investors can use this to their advantage. To read the full valuation...
How to read between the lines of company guidance
Reading between the lines of company guidance can reveal a great deal, explains Simon Shields, Principal at Monash Investors. “Ardent Leisure’s Main Event business in the United States provides family entertainment centres with bowling, rock climbing, etc. Ardent...
How to target double digit returns
Simon Shields shares his thoughts on current equity markets valuations, the market cycle and key stocks in the Monash portfolio. Simon also explains how an absolute return fund can target a specific outcome such a double digit returns through techniques like shorting,...
How we protect our investors capital
The most important strategy we use to protect our investors’ capital is “setting a really high hurdle” on the investments we make. “We are looking for ’slam-dunk’ investments.” While having these high standards may result in missed opportunities, it gives the...
IPO – What to look out for
In this short video, see Simon in a panel discussion about IPO's and what to look out for. As with any investment you need to do your homework to understand the business and form a view of its investment potential. Some of the key things to look out for include 1)...
What is Active Management
Active management means different things to different people, but what really matters is the outcomes of a particular investment approach. Watch Simon Shields talking about active investment management and what this means to Monash Investors and our goal of reliably...
Monash Investment Strategy
Livewire Post Monash Investors established their absolute return fund in July 2012, and since that time, the fund has experienced an annual net return of 15.91% p.a., with lower volatility, fewer drawdowns and a lower beta than the major market indexes. Importantly...