How to target a double-digit return
Simon Shields, Principal at Monash Investors shares his thoughts on equity markets valuations, the market cycle, and four market thematics he likes such as medical devices, payment systems, demographics and tourism. Simon also touches on some key stocks in the Monash portfolio positioned to leverage these four thematics. He also explains how an absolute return fund can us techniques such as like shorting, borrowing and use of derivatives to target a double-digit return. Click below to watch the 11 minute video:
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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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4 stocks mentioned
Monash Investors
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...
Expertise
Monash Investors
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...
Expertise
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