The Monash four-point valuation checklist

The single best way to generate strong returns is to identify stocks that are trading a long way from their fair price. This not only generates better results, but also creates a margin of safety that helps us hit our 80% success rate benchmark. As our objective at Monash Investors is to generate significant absolute returns for our clients, we are not interested in stocks trading within 15% of their fair price, and look for much bigger opportunities. A key process in achieving our goal is through following our four-point checklist, whereby we look for: 1) Growth in key inputs such as revenue, sales or cash-flow; 2) Insight into how the market has misunderstood the stock; 3) Value opportunity due to mis-pricing; and 4) An event that provides a near-term catalyst. In this special Monash valuation white paper, we describe which traditional approaches we use, and give more detail on our four-point checklist. Access the report here: (VIEW LINK)

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...

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