How we protect our investors’ capital
Shane Fitzgerald, Principal at Monash Investors, says that the most important strategy they use to protect their investors’ capital is “setting a really high hurdle” on the investments they make. “We are looking for ’slam-dunk’ investments.” While having these high standards may result in missed opportunities, it gives the portfolio “natural protection.” They also have the flexibility to hold cash when opportunities are sparse, free from a mandate to be fully invested at all times. In this video, he explains what some of their investment-hurdles are and how they apply them to their process.
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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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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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