Achieving absolute returns

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Simon Shields

Monash Investors

I recently spoke at the Australian Shareholders Association’s LIC Showcase. In this 20 minute presentation I cover: Investing for absolute returns, LIC discounts and MA1’s intention to restructure to fix its discount.

Investing in shares to generate absolute returns requires a more flexible approach. At Monash Investors we identify stocks (long and short) that meet our high hurdles by exploiting recurring business situations and patterns of behaviour. To help illustrate this, we take a look at Lovisa and Kogan.

In addition to the above, I also discuss the persistent price discount to NTA currently being suffered by LICs. In order to permanently remove this discount the Monash absolute Investment Company (ASX: MA1) is intending to restructure into an Exchange Traded Managed Fund (ETMF) presenting an opportunity for investors.

 

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Principal
Monash Investors

Simon has over 30 years experience as an analyst and fund manager. He co-founded Monash Investors in 2012 - a long/short Australian equity manager with an absolute return focus.

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