Monash Investors

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

Livewire Exclusive

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

Monash Investors Pty Limited

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

Monash Investors Pty Limited

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

Monash Investors Pty Limited

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