One of Australia’s most experienced investors launches new LIC

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. Shields says “We’ve got a highly flexible mandate that allows us to invest in a wide range of securities, from pre-IPO to large caps, as well as being able to be both long and short. We’re focused on big opportunities where there’s the potential for large payoffs, whilst tightly managing the downside risk.” Today, Monash will provide investors with the opportunity to invest in a new Listed Investment Company that employs the same strategy as the successful fund. Click here (VIEW LINK) for more information.


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In 2012, Monash Investors was established by one of Australia’s most experienced fund managers in Simon Shields, the previous head of equities at both UBS and CFS, and Shane Fitzgerald a senior equity analyst from UBS and JPMorgan. The firm was...

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