Shane Fitzgerald

Shane has over 22 years of financial services experience working for JP Morgan, UBS and Monash. His role includes research, analysis, dealing and investment management of the Monash Absolute Investment Fund. He is also co-founder of Monash Investors.

Expertise

A retailer with many years of high growth ahead

Shane Fitzgerald

Around 12 months ago, we highlighted Lovisa as a key position in our portfolios. At that time it was trading on 13x earnings and the share price was around $3.50. You can read our thesis at the time in this wire from back then. Twelve months later consensus earnings forecasts... Show More

ASX:LOV this time last year

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Challenger rallying on budget expectations?

Shane Fitzgerald

Over the last week, the Challenger share price has risen strongly, although to be fair it had been drifting lower over the preceding few months. The only major piece of news flow over the last week was a management presentation at the Macquarie conference. Show More

ASX:CGF

Challenger: What the market missed

Shane Fitzgerald

On the positive side of the ledger, net book growth in the Life Business was strong at 7.9%, before the AMP and Japanese distribution relationships fully kicked in and before the BT relationship planned for June this year has started. The Funds Management business was strong across the board. Show More

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