Monash Investors

It’s not often you hear about a stock that appears to be flying totally under the radar but that’s what Simon Shields and the team at Monash Investors has found. This $250 million market cap company is not yet in the ASX300 and is only covered by a single broker.... Show More

“It is not the strongest species that survive, nor the most intelligent, but the ones most responsive to change.” This quote is often attributed (incorrectly) to Charles Darwin, but it applies just as well to investing. 10 months ago, Simon Shields, Principal at Monash Investors, told us that after locking... Show More

Local stocks enjoying growth offshore provide a rare shining light in a market exposed to our weakening economy. In this episode of Buy Hold Sell, we look at stocks exposed to this thematic, including A2 Milk, which is on a high P/E but has an attractive growth runway, and Altium,... Show More

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

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

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

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

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

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