Monash Investors established their absolute return fund in July 2012, and since that time, the fund has experienced an annual net return of 15.91% p.a., with lower volatility, fewer drawdowns and a lower beta than the major market indexes. Importantly these returns have been achieved with little to no leverage. The firm was founded by one of Australia’s most respected investors - Simon Shields, the former Head of Equities at UBS Asset Management and Colonial First State and Shane Fitzgerald who worked alongside Shields at UBS Asset Management. In this video Shields discusses the Monash investment strategy that will become available to retail investors once the Monash Absolute Investment Company Limited (ASX:MA1) lists in early April, more information here: (VIEW LINK)
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