Quality small-caps battling the headwinds

Monash Investors Pty Limited

Out of the top 12 companies held by the Monash Absolute Investment Fund, 7 beat analyst earnings expectations during the recent reporting season. However, the headwind against smaller growth companies that started in October continues. So despite a “good” results season, the fund went backwards. Show More

The Monash four-point valuation checklist

Monash Investors Pty Limited

The single best way to generate strong returns is to identify stocks that are trading a long way from their fair price. This not only generates better results, but also creates a margin of safety that helps us hit our 80% success rate benchmark. As our objective at Monash Investors... Show More

How to target a double-digit return

Monash Investors Pty Limited

Simon Shields, Principal at Monash Investors shares his thoughts on equity markets valuations, the market cycle, and four market thematics he likes such as medical devices, payment systems, demographics and tourism. Simon also touches on some key stocks in the Monash portfolio positioned to leverage these four thematics. He also... Show More

How to read between the lines of company guidance

Monash Investors Pty Limited

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 bought this business when there were only five centres in Texas and... Show More

Emerchants’ UK expansion unaffected by Brexit

Monash Investors Pty Limited

Shane Fitzgerald, Principal at Monash Investors, says that Emerchants’ has stable banking relationships with it’s UK & European banks that should be unaffected by the political uncertainty in the UK. Instead, he sees their expansion into the UK markets as an underappreciated opportunity. Based purely on the Australian operations, Emerchants... Show More

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