When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors explains that while management is restricted by their legal obligations, careful observation of their behaviour can give an indication as to what they might do next. Show More
While some investors may sell short to offset other positions, Simon Shields from Monash Investors explains that they engage in shorting to make money. One of those shorts is betting against one of the best-known brands in the country, Coca-Cola Amatil. But why would you bet against Coke? Show More
As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors. Recently, mining services companies with exposure to the capex cycle have performed very strongly. However, he believes as the mining cycle matures, it’s the production-focused companies that are best... Show More
Monash Investors is an absolute return manager focused on Australian equities. I founded Monash together with Shane Fitzgerald in 2012, bringing over 50 years’ worth of combined experience. Show More
Skydive the Beach (ASX: SKB) is an adventure tourism company. SKBs principal activity is the provision of tandem skydiving and it is named after its original skydiving site on a beach in Wollongong. The skydiving industry has historically been dominated by smaller businesses. SKB has consolidated a fragmented skydiving industry... Show More
There have been some well publicised concerns raised recently about the prospect of elevated risks across asset markets. So, Livewire went on the hunt for insights on how to remain invested in the current market, firstly asking a selection of fund managers: From your perspective is there a heightened level... Show More
Livewire recently asked Sean Fenton of Tribeca, Vince Pezzullo of Perpetual, and Simon Shields of Monash to share their views as to whether the trend that emerged last year, whereby growth stocks struggled and cyclicals rallied, could continue through 2017. Following on from their enlightening responses, we asked our three... Show More
At Monash Investors we look for recurring situations and patterns of behaviour to help inform our investment decisions. One situation is the drive by Boards and Management to exploit high returning opportunities in their core business. In the world of retailing new store roll outs can be a powerful driver... Show More
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 these returns have been achieved with little to no leverage.... Show More
Silver Chefs (SIV) innovative Rent-Try-Buy product provides small business owners with an equipment financing option that provides much greater flexibility and helps to “share” the risk of purchasing new business equipment. Understanding this customer behaviour provides an insight into the growth dynamics of SIV. During 1H16, SIV achieved 33% growth... Show More
Most investors would be satisfied with a 6 out of 10 hit rate on their stock picks. Simon Shields and Shane Fitzgerald from Monash investors say they have been consistently hitting 8 out of 10 and share a few key ingredients to their success. A core focus of their process... Show More
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 investing over a combined 50+ years, we... Show More