Absolute Return Investing

Monash Investors on Pricing Stocks

Working out what something is worth is the key issue confronting investors.  There can be no precise answer when it comes to valuing stocks because there are too many uncertainties.  But investors can use this to their advantage.  To read the full valuation... read more

How to target double digit returns

Simon Shields shares his thoughts on current equity markets valuations, the market cycle and key stocks in the Monash portfolio. Simon also explains how an absolute return fund can target a specific outcome such a double digit returns through techniques like shorting,... read more

How we protect our investors capital

The most important strategy we use to protect our investors’ capital is “setting a really high hurdle” on the investments we make. “We are looking for ’slam-dunk’ investments.” While having these high standards may result in missed opportunities, it gives the... read more

IPO – What to look out for

In this short video, see Simon in a panel discussion about IPO’s and what to look out for.  As with any investment you need to do your homework to understand the business and form a view of its investment potential.  Some of the key things to look out for... read more

What is Active Management

Active management means different things to different people, but what really matters is the outcomes of a particular investment approach. Watch Simon Shields talking about active investment management and what this means to Monash Investors and our goal of reliably... read more

Monash Investment Strategy

Livewire Post 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... read more

3 common causes of stock mispricings

Monash Investors believes there are many potential causes of share price mispricing that arise from recurring situations or patterns of behaviour.  Simon and Shane have conducted a video interview with Livewire and one of the points of discussion was 3 of the more... read more

How absolute return funds work

There is more than one way to make money in the Australian sharemarket. Over the past five to 10 years, a number of boutique equity investment firms have emerged to offer investors access to so-called absolute return Australian equity funds.  They aim to generate... read more
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