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Monash Investors

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ABOUT MONASH INVESTORS

MONASH IS A LEADING AUSTRALIAN EQUITY LONG SHORT MANAGER, FOUNDED IN 2012 BY ONE OF AUSTRALIA’S MOST EXPERIENCED FUND MANAGERS IN SIMON SHIELDS, THE PREVIOUS HEAD OF EQUITIES AT BOTH UBS AND CFS, AND SHANE FITZGERALD, A HIGHLY RATED ANALYST FROM UBS AND JPMORGAN.

The firm was set up to manage money in a way that both Simon and Shane felt was simply smarter than riding the share market up and down, instead, attempting to achieve targeted positive returns of double digits p.a. after fees, over a full market cycle while seeking to avoid loss of capital over the medium term.

Importantly, it was the experience gained across multiple investment styles and in seeing the pitfalls in managing very large pools of capital that shaped the way the Funds are managed today.

Monash Investors believe that more wealth can be created, and with lower risk, by aiming to achieve high rates of ‘absolute returns’ versus investing in a stock market index that simply rises and falls with the market. Monash aims to achieve our objectives by investing in a small number of compelling stocks that offer considerable upside and by shorting expensive stocks that are at risk of falling. If Monash cannot find compelling stocks that meet their high return hurdle (long and short), they simply preserve our capital in cash, waiting patiently until they emerge. There is no guarantee that the objectives will be achieved and the objectives are only an indication of the intended target return the Funds are seeking to achieve.

 

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