At Monash we focus all our attention of finding stocks with compelling investment cases and during reporting season a particular highlight for us was Silver Chef (SIV) which delivered a result well above expectations on the back of growth rates that even surprised us,...
Shane Fitzgerald says the Challenger business is perfectly positioned to benefit from a number of powerful themes. Having spent a lot of time analysing the company he explains why he thinks the market continues to underestimate the quality of this business....
Catapult (ASX:CAT) is the leader in GPS tracking of athletes, a fast-growing sector with a bright future. Shane Fitzgerald from Monash Investors has owned shares in Catapult since before it listed and says the growth story is not being fully recognized. “The most...
A differentiating feature of the Monash Investors strategy is the ability to buy pre-IPO stocks that we believe are compelling, and potential multi-baggers. For risk control, we limit the total pre-IPO exposure of the portfolio to 5% to ensure liquidity. This means...
At Monash Investors, we are constantly scouring the market looking for misunderstood and mispriced stocks that offer substantial upside; that is, stocks that we consider to have at least 60% upside or 30% downside to our price target. From our direct experience of...
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