Challenger keeps defying the doubters
Shane Fitzgerald says the Challenger business is perfectly positioned to benefit from a number of powerful themes. Having spent a lot of time analysing the company he explains why he thinks the market continues to underestimate the quality of this business. "What we like about Challenger is the exposure it provides us to the ageing population and to retirement savings. When you look across the financial services landscape the fastest growing segment of the market is retirement savings." In this short video Shane talks to some of the issues that polarise investors when it comes to valueing Challenger and why it has been a long term posiiton in the Monash portfolio.
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In 2012, Monash Investors was established by two of Australia’s most experienced fund managers in Simon Shields and Shane Fitzgerald. In 2018 Sebastian Correia joined the team and is now a Co-Portfolio Manager.
Both Simon and Shane have over 30 years’ experience. Simon previously was Head of Australian Equities at UBS Global Asset Management and Colonial First State. Shane’s previous experience was with JP Morgan and UBS Global Asset Management. Sebastian previously worked at EY. Monash Investors offers investors an Australian equity exposure with a strategy of outperforming the S&P ASX Small Ordinaries Total Return Index over the medium term (5yrs).
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