How we protect our investors’ capital

Monash Investors Pty Limited

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.

Monash Investors Pty Limited

Monash was established in 2012 by Simon Shields and Shane Fitzgerald. The Monash strategy is benchmark unaware, style and stock size agnostic, and is both long and short.


capital protection investment strategy


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