Monash Investors

Education

When looking for mispriced opportunities, it’s important to separate what a company says from what it actually does. Simon Shields from Monash Investors Limited 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. “We... Show More

Equities

While some investors may sell short to offset other positions, Simon Shields from Monash Investors Limited 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? “We’ve... Show More

Equities

As reporting season ramps up, there’s a change in leadership underway in mining services says Simon Shields, Principal at Monash Investors Limited. 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... Show More

Funds
Simon Shields

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. We believe in delivering the best possible returns at low risk. With 23 positions, we’ve delivered 9.6% returns net of fees per... Show More

Equities
Simon Shields

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

Collections

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